Curtis Davis , FMA, CIM, RRC, CFP, is senior consultant, Tax, Retirement & Estate Planning Services, Retail Markets at Manulife.
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
Strategies to address the new rules in 2019