News and resources for Canada's top financial advisors
Estate Planning
Before gifting assets, clients need to understand the consequences
By James Dolan |January 20, 2015
8 min read
When it comes to selling a client’s business, timing matters.
By Mark Groulx |January 19, 2015
3 min read
Tax News
If you’re like a lot of Canadians who are buying U.S. property while prices are affordable, you might benefit from some pointers on the best ownership structure.
By David A. Altro |January 19, 2015
4 min read
If families are struggling with estate and trust litigation, or with assisting an incapacitated relative, they can get help.
January 16, 2015
If clients aren’t prepared to live past age 90, they risk running out of money
12 min read
Help your client find his way around a poorly written trust
By Caroline Cakebread |January 16, 2015
Pension splitting allows you to split up to half of your pension income with a spouse or partner. This can result in substantial tax savings if your spouse is in a lower tax bracket.
January 15, 2015
Budget cuts mean the Internal Revenue Service doesn’t have enough money to run properly, Commissioner John Koskinen admits.
By Staff |January 14, 2015
1 min read
Economic Indicators
Falling oil prices mean the federal government may not come through on its projected surplus in 2015.
By Staff |January 13, 2015
2 min read
Planning and Advice
With the advent of CRM2, investors will know the exact dollar amount paid in fees to his or her financial advisor at the end of each year
By Francois Bernier |January 9, 2015
5 min read
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