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Suffering from donation procrastination? Here are our strategies for making smart charitable donations.

  • July 14, 2014 August 1, 2018
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Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.

  • July 3, 2014 August 1, 2018
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Think CRA got something wrong in your latest tax assessment? Here’s how to dispute it.

  • December 11, 2013 September 10, 2018
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Your client gets a letter from the CRA telling her she owes $100,000 in back taxes. How do you help?

  • June 18, 2013 September 10, 2018
  • 05:00

What not to do in court

  • May 14, 2013 September 10, 2018
  • 06:00

Ian Adams of ScotiaMcLeod suggests the following timeline.

  • May 8, 2013 September 6, 2018
  • 05:55

Help your client take on the taxman.

  • April 30, 2013 August 21, 2018
  • 05:59

Set aside three years’ worth of retirement income to provide clients with a buffer during market crashes. These funds are separate from what resides in their investment portfolios (normally comprised of stocks, bonds or mutual funds).

  • March 28, 2013 August 21, 2018
  • 06:00

Baby boomers are beginning to turn 65, but many may have decided to work longer.

  • March 18, 2013 August 21, 2018
  • 05:55

You help clients build wealth. Now, help them give it away

  • December 19, 2012 August 24, 2018
  • 05:59