News and resources for Canada's top financial advisors
Estate Planning
Do twenty- and thirty-somethings need wills? Experts remain divided.
By Kanupriya Vashisht |September 17, 2013
5 min read
Industry
By being forward-thinking, doing some research, and identifying the credits and deductions that apply, Canadians can reduce their 2013 tax bills.
By Staff |September 10, 2013
2 min read
The Canada Revenue Agency (CRA) has introduced an online mail service for small businesses that will help streamline interactions with the taxman.
By Staff |September 9, 2013
1 min read
The story of American art collector Charles Loeser shows a detailed will is no guarantee your client’s wishes will be fulfilled, reports the L.A. Times.
A tax expert outlines the various changes across Canada.
By Francois Bernier |September 6, 2013
4 min read
Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.
By Dean DiSpalatro |September 6, 2013
3 min read
Tax News
Own your own business and need a company vehicle? You may be able to deduct some costs from your taxes.
By Dave Cesmystruk |September 5, 2013
Hiring an executor is tricky. Select the wrong person, and you could be leaving behind a legacy of financial hassles.
By James Dolan |September 5, 2013
Many clients will become executors for parents, family members or close friends. But the job’s responsibilities may expose them to significant liability.
By James Dolan |September 4, 2013
Many advisors don’t realize clients have to revisit estate plans when they move to other provinces and territories. While taxation rules on death are generally the same across Canada, other family laws aren’t. Here’s what to consider.
By Margaret O’Sullivan |September 4, 2013
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