News and resources for Canada's top financial advisors
Estate Planning
An increasing number of baby boomers are now living nine to 11 years past the time they’re considered healthy.
By Staff |December 9, 2013
2 min read
Jim Love, the chair of the Royal Canadian Mint helped arrange the transfer of millions of dollars from the descendents of a former prime minister to offshore tax havens, CBC reports.
By Staff |November 27, 2013
1 min read
Here’s what to do when your client’s parents dies intestate
By John Lorinc |November 27, 2013
7 min read
When retirees move in together, they need to consider how they'll handle end-of-life issues.
By Russell Drago |November 13, 2013
5 min read
Most people don’t know the process people in the Mergers and Acquisitions Advisory business undertake when hired to sell a business
By Mark Groulx |November 6, 2013
4 min read
Help executors avoid disputes over digital family legacies.
November 5, 2013
6 min read
Clients with disabled family members often provide for their care in estate plans
By Margaret O’Sullivan |November 5, 2013
3 min read
Owners of private companies are often unaware of the potential for double taxation on death. The following case study will demonstrate how critical careful estate planning is for avoiding this punitive outcome.
By Wilmot George |November 1, 2013
The government may erase the tax benefits of the trusts.
October 31, 2013
How the process works
By Margaret O’Sullivan |October 28, 2013
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