Tax

Need a last minute Christmas present? Talk charity

'Tis the season to give, and what better way to do so than to give to those less fortunate?

By Staff |December 24, 2012

1 min read

4 tips when giving to charities this season

This holiday season, many Canadians are opting for charitable giving rather than handing over a traditional gift-wrapped present to family, friends and colleagues. In fact, almost two-thirds of Canadians (62%) say they would prefer having someone make a donation on their behalf instead of receiving a gift, finds a study by BMO Harris Private Banking. […]

By Staff |December 21, 2012

2 min read

Tax-loss harvest using ETFs

Clients only have until Monday, December 24 to tax-loss harvest.

By Staff |December 19, 2012

1 min read

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

December 19, 2012

2 min read