Tax

Estate Planning

Book succession battle ends up in tax court

Faceoff between brokerage and advisor’s estate heats up.

April 24, 2013

5 min read

Estate Planning

Best ways to mature RRSPs

Your client wants the highest, most consistent income stream possible.

By Francys Brown |April 24, 2013

4 min read

Estate Planning

Sell a business and reduce taxes

You can sell or transition your business without writing Revenue Canada a huge cheque

By Paul McLaughlin |April 23, 2013

5 min read

Industry

It’s not too late for tax tips

Here are some tips and must-reads for you and your clients.

By Staff |April 23, 2013

2 min read

Life

Do client policies pass the exempt test?

After an insurance policy’s 10th year, it must pass three tests to remain classified for protection, not investment, known collectively as the Exempt Test. Here’s how you can ensure your clients pass the test.

By David Wm. Brown |April 22, 2013

2 min read

Estate Planning

Beware when clients co-sign mortgages

Jennifer didn’t understand the full impact of co-signing and has little time to resolve the problem. The advisor must scramble to find a solution.

By Lisa MacColl |April 22, 2013

4 min read

Industry

Is an RRSP always worthwhile?

The conventional wisdom within the advisor community is "save, save, save." While this rule is almost always true, low-income clients may pose a slight exception.

By Mark Noble |April 22, 2013

5 min read

Industry