Tax

Why retirement’s now a moving target

There was a time when age 65 symbolized the finish line for one’s working life. A point where people dropped out of the rat race, traded their Oxfords for slides, and looked forward to engaging in leisure pursuits. But changes to CPP and OAS pension deadlines for late Boomers and early Generation X-ers is altering […]

By Staff |September 18, 2012

1 min read

Avoid surprises

Executors should tell charities about any gifts or bequests.

By Daniel J. Dochylo |September 18, 2012

8 min read

Giving through donor-advised funds

Would-be philanthropists often find themselves confronted with a common paradox: the larger the value of their gift, the less likely they are to feel certain about the charitable beneficiaries. Often the best solution is a donor-guided “intermediate charity” such as a donor-advised fund.

By Elaine Blades and Malcolm Burrows |September 17, 2012

7 min read

GST causes clients to pick unsuitable products

A report out of the University of Calgary says the way financial services are taxed could cause clients to pick the wrong products.

By Melissa Shin |September 14, 2012

2 min read