News and resources for Canada's top financial advisors
Estate Planning
We specialize in the sale of privately owned companies and get a lot of interesting questions.
By Mark Groulx |June 3, 2013
3 min read
Last week, North America’s biggest funeral company, Service Corporation, ate up Stewart Enterprises last week for $1.4-billion.
By Staff |June 3, 2013
1 min read
Beth Israel Medical Center let copper heiress Huguette Clark live in a hospital room for 20 years while various officials campaigned her for donation dollars, says the New York Times.
By Staff |May 31, 2013
Tax News
Taxes usually aren’t top of mind when clients buy a recreational property, even though they should be. Here are three ways to share as little as possible with the CRA.
By Yens Pedersen |May 31, 2013
Legacy: everybody has a different idea of what it looks like. But excessive taxes, legal hassles or family conflict shouldn’t be part of it.
By James Dolan |May 30, 2013
Industry
When clients divorce or separate, they often transfer assets to their former spouses.
By Frank Di Pietro |May 29, 2013
2 min read
Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of the deceased’s estate, even the best efforts can be fruitless if the estate faces claims that wind up in court.
By Akua Carmichael |May 29, 2013
5 min read
Businesses are more likely to survive if owners plan ahead. This real-life story explains why.
By Jordan Gould |May 28, 2013
Real retirement savings stories may inspire your clients.
By Staff |May 27, 2013
Understand the basic rules applicable to deceased taxpayers, estates and trusts
By Elaine Blades and Scott Cummings |May 27, 2013
6 min read
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