Curtis Davis , FMA, CIM, RRC, CFP, is senior consultant, Tax, Retirement & Estate Planning Services, Retail Markets at Manulife.
New considerations for incorporated small business owners
Identifying clients’ goals will clarify the choice
Interest income versus the dividend tax credit
Why the measure affecting divorced clients could have a broad impact
An updated look at how clients could be putting refund money to work year-round
The savings account's first decade saw tremendous success, as well as trials and rule changes. What's next?
A breakdown of options for capital property
Giving clients options with capital property
A tax tale of two benefits at death
Comparing tax options for foreign dividend-paying stocks