News and resources for Canada's top financial advisors
Estate Planning
As superhero movies take over the box office, clients can do their part to help humanity by using the new First-Time Donor’s Super Credit (FDSC). How the tax code treats donations
By Frank Di Pietro |July 22, 2013
4 min read
Receiving a large, unexpected, sum of money has its advantages, but clients often have mixed feelings when that money comes in the form of an inheritance.
By Staff |July 17, 2013
2 min read
Industry
Business losses are different than capital losses.
By Jamie Golombek |July 17, 2013
3 min read
Tax-savvy investors place securities that yield the highest-taxed income in TFSAs—for instance interest-bearing securities, like bonds.
By Stella Gasparro |July 17, 2013
Karen is a single, 60-year-old retired executive with several million dollars worth of assets. Her twin daughters, Sarah and Leigh, are both pregnant. She wants to make sure her daughters and future grandchildren are taken care of, but is unsure how to leave money to unborn children.
By Lisa MacColl |July 16, 2013
5 min read
Good news. Easy money! Bad news. Easy money!
By Camilla Cornell |July 16, 2013
8 min read
More than half (59%) of retired Canadians say they’re carrying debt.
By Staff |July 15, 2013
1 min read
The government has clarified its position on character conversion transactions.
Almost $30 million of the late James Gandolfini’s $70 million estate could be subject to a massive death tax, reports the New York Daily News.
Americans in Canada have six months' reprieve.
By Melissa Shin |July 12, 2013
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