News and resources for Canada's top financial advisors
Tax News
If you have business owner clients who have to purchase cars or trucks for their companies, there are easy ways to help them save tax.
By Dave Cesmystruk |August 15, 2013
3 min read
When the kids were born, a sales rep convinced them to enroll in a group RESP. For five years, they met the rigid monthly contribution schedule. But when the meltdown hit, William’s business suffered, so from 2008 to 2012 they were unable to make contributions.
By Dean DiSpalatro |August 14, 2013
4 min read
Estate Planning
For many Canadian families a straightforward transfer of assets will meet their primary estate planning needs. But increasing complexity around issues of asset control, protection and tax-efficiency can make the use of trusts a better option.
August 12, 2013
Industry
Boomers in the U.S. contribute 43% of all giving, finds a new study. Meanwhile, 11% of Gen Y donates to charities, and 20% of Gen X.
By Staff |August 9, 2013
1 min read
Borrowing to invest doesn’t always lead to tax deductions.
By Stella Gasparro |August 8, 2013
Life
When Patricia was six, her parents’ Californian advisor suggested they buy basic whole life insurance for Patricia and her two siblings under the umbrella of one of their own policies. When she left for Harvard at 18, her parents transferred the policy to her name.
By Dean DiSpalatro |August 7, 2013
Elizabeth Plant finally has the keys to her late father's house, but she's been ordered by a judge to stay 500 metres away.
July 30, 2013
Make sure they prepare both types of power of attorney
By Elaine Blades |July 30, 2013
7 min read
Several measures in this year’s federal budget may increase taxes for wealthy clients. Here are three areas to watch.
By Stella Gasparro |July 25, 2013
Your client is planning an elaborate wedding she hopes will erase any memories of previous, ill-considered, unions.
July 24, 2013
2 min read
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