Curtis Davis, FMA, CIM, RRC, CFP, is senior consultant for tax, retirement and estate planning services, retail markets at Manulife Investment Management.
Breaking down pension adjustments and other challenges
A TOSI case study
How passive income rules factor in to the decision
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