Tax

Don’t wait for succession planning to become mandatory

What happens when an advisor is incapacitated or dies suddenly? How will clients continue to be served without disruption?

By Christopher Ambridge |May 27, 2015

2 min read

What happens when an RRSP annuitant dies

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

By Wilmot George |May 26, 2015

4 min read

Tax and estate issues with stock options

You just got promoted, and your compensation package includes stock options. To factor them into your plan, you need to understand how options work, how they’re taxed and what happens to them when you die

By Dean DiSpalatro |May 26, 2015

4 min read

Alberta’s tax plan won’t be enough to balance the budget

Alberta NDP Premier Rachel Notley’s tax plan, which would make new personal tax brackets and raise corporate rates, won’t be enough to balance the budget.

By Staff |May 20, 2015

1 min read