News and resources for Canada's top financial advisors
Tax News
Second marriages, inheritances or sizeable retirement assets are a few of the many reasons why more Canadians are signing on the prenuptial dotted line
By Romana King |February 18, 2015
4 min read
Read this if you receive a government or foreign pension, or are withdrawing money from a retirement account.
By Jessica Bruno |February 13, 2015
3 min read
Estate Planning
While multiple will planning is a familiar strategy to deal with foreign assets on death, preparing multiple powers of attorney for use in jurisdictions where clients spend time and hold assets is less common.
By Margaret O’Sullivan |February 12, 2015
Industry
Leaked files have revealed HSBC’s Swiss banking arm has allegedly been helping clients dodge taxes.
By Staff |February 9, 2015
1 min read
Economic Indicators
TFSAs offer tax-free growth, while RRSPs offer tax-deferral and a present-day rebate. So where should clients who are keen to save put their money first?
By Staff |February 6, 2015
There’s a thin line between maximizing tax efficiency and being offside with CRA.
By Dean DiSpalatro |February 6, 2015
5 min read
When Liberal Member of Parliament Frank Valeriote was an estate lawyer, he saw grieving people struggle with their duties as executors.
By Jessica Bruno |February 6, 2015
Review trusts, pensions and other assets for non-U.S. dual citizens
By Suzanne Yar Khan |February 6, 2015
7 min read
Market Insights
Well-meaning charitable board members usually gather quarterly to make decisions about how to invest millions of dollars
Unlike Canada, the U.S. imposes an estate tax on worldwide estates worth more than $5.34 million (2014).
By James Dolan |February 3, 2015
2 min read
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