Curtis Davis, FCSI, RRC, CFP, senior consultant for tax, retirement and estate planning services, retail markets at Manulife Investment Management
Curtis Davis, FCSI, RRC, CFP, senior consultant for tax, retirement and estate planning services, retail markets at Manulife Investment Management
Knowing the answer can help maximize your client’s wealth
Three steps for assessing eligibility
Take these steps to help clients manage tax on pandemic benefits
CERB, combined with lower deductions, is a recipe for potential tax owing
If clients need liquidity, there are options
RRIFs, CERB and working from home have tax implications
Breaking down pension adjustments and other challenges
How passive income rules factor in to the decision
New considerations for incorporated small business owners
GameStop, and the real challenge for capital markets
The cost of diversification in a low-rate environment
Qualification is a gateway to additional tax savings
Here’s what your clients need to know for the 2020 tax year
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
The impact of tax policy extends north of the border
Don’t underestimate the behavioural element
Using historical returns to forecast a recovery
A breakdown of who benefits from the federal government’s proposed annuity
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors
Help your client avoid these estate planning pitfalls
Knowing the answer will help you and your client prepare for incapacity
Know the tax implications when moving into care
Knowing the answer can help maximize your client’s wealth
Three steps for assessing eligibility
Take these steps to help clients manage tax on pandemic benefits
CERB, combined with lower deductions, is a recipe for potential tax owing
There are three options used to determine how much taxpayers need to pay each quarter
Tips for the month ahead
Which method is best for your clients?
A taxpayer was told he owed $4.1 million in taxes
Editorial: Financial firms still have work to do in acknowledging their role in systemic racism
Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism
The regulatory regime has not caught up to investors’ needs
As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing
Are your clients invested too much in Canada?
Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense
Don’t fall prey to cash-is-king platitudes
A trustee’s tax liability has limits, a court case suggests
The decumulation game requires a dynamic strategy
Will the pandemic lead to higher future premiums?
What Seinfeld can teach us about the value of staying the course
The absence of withholding taxes can create unexpected consequences if no planning is done
Consider these options to avoid unexpected tax results
Find out if your client is still eligible for the PRE
Can your client claim the PRE after moving to assisted living?
Planning for foreign assets may require multiple documents
Help your client avoid these pitfalls
A lack of planning can impede your client’s wishes
Use these tips to protect an inheritance
Clients need advisors who control costs
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
Use these tips for discussions and decision-making
Rules govern coordination with other benefits, repayment
The Registered Disability Savings Plan requires proper planning
Complex families can have complex needs
Financial services are vulnerable to populism
Demand for advice may be greater than ever, but your book doesn’t grow based on need
Reluctant predictions for the decade ahead
Planning helps reduce the negative impacts
There are benefits and risks to owning property personally, through a trust or through a corporation
Consider these tax-efficient options
Find out what the CRA says about investment income and selling a business
The additional guidance reduces the risk of purchasing a non-compliant annuity
What clients need to know when commuting a DB pension
Clients must answer this question if they’re still working at age 60
Explaining a poorly understood mechanism
Tips for building emotional intelligence
Advisors in breach of provincial regulations could face sanctions
If your business-owner client uses these trusts, special planning is required
Watch out for these issues
A recent Tax Court case debunked a common misconception
These steps can prevent tax surprises
These tax-advantaged savings vehicles can result in a tremendous tax headache