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Tax & Estate Planning

Curtis Davis

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

  • May 11, 2021 May 11, 2021
  • 09:30

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Take these steps to help clients manage tax on pandemic benefits

  • February 5, 2021 February 2, 2021
  • 10:00

CERB, combined with lower deductions, is a recipe for potential tax owing

  • October 30, 2020 November 3, 2020
  • 09:00

If clients need liquidity, there are options

  • June 11, 2020 June 5, 2020
  • 12:00

RRIFs, CERB and working from home have tax implications

  • April 14, 2020 April 15, 2020
  • 13:37

Breaking down pension adjustments and other challenges

  • February 20, 2020 February 24, 2020
  • 11:03

A TOSI case study

  • February 7, 2020 February 6, 2020
  • 09:30

How passive income rules factor in to the decision

  • November 29, 2019 November 29, 2019
  • 12:00

New considerations for incorporated small business owners

  • October 25, 2019 October 28, 2019
  • 13:00

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Investments

Mark Yamada

Is the tech boom over?

History lessons from the Nifty Fifty

  • May 21, 2021 May 20, 2021
  • 14:00

Breakdancing and ESG investing

Judging the ESG judges

  • May 11, 2021 May 11, 2021
  • 09:30

Investors are finding gaps between perception and reality

GameStop, and the real challenge for capital markets

  • March 12, 2021 March 12, 2021
  • 09:00

Returns, risk management and free lunches

The cost of diversification in a low-rate environment

  • February 5, 2021 February 2, 2021
  • 10:00
Tax & Estate Planning

Rebecca Hett

What the disability tax credit means for eligible Canadians and their families

Qualification is a gateway to additional tax savings

  • May 14, 2021 May 14, 2021
  • 15:13

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

  • February 4, 2021 February 4, 2021
  • 16:30

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 December 21, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32
Market Insights

Jim Otar

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

  • June 12, 2020 June 22, 2020
  • 09:00

ALDAs: to buy or not to buy

A breakdown of who benefits from the federal government’s proposed annuity

  • February 7, 2020 May 12, 2020
  • 09:30
Tax & Estate Planning

Tim Brisibe

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

  • May 11, 2021 May 11, 2021
  • 12:00

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • October 2, 2020 September 30, 2020
  • 09:00

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

  • May 8, 2020 May 12, 2020
  • 15:00

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

  • July 26, 2018 September 10, 2018
  • 00:00
Tax & Estate Planning

Curtis Davis

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

  • May 11, 2021 May 11, 2021
  • 09:30

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

  • February 5, 2021 February 2, 2021
  • 10:00

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

  • October 30, 2020 November 3, 2020
  • 09:00
Tax & Estate Planning

Jamie Golombek

Instalment payments for clients who owe taxes

There are three options used to determine how much taxpayers need to pay each quarter

  • May 11, 2021 May 11, 2021
  • 09:30

Helping clients through a challenging tax season

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00

Court case shows how much can go wrong with T5008 slip

A taxpayer was told he owed $4.1 million in taxes

  • June 12, 2020 June 22, 2020
  • 09:00

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

  • March 13, 2020 March 13, 2020
  • 15:36

In search of buying opportunities

Investing advice that works

  • May 11, 2021 May 11, 2021
  • 09:30

Home bias isn’t all bad

Are your clients invested too much in Canada?

  • March 12, 2021 March 12, 2021
  • 09:00

Welcome to the new investor wasteland

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

  • February 5, 2021 February 3, 2021
  • 10:00

For investors, cash flows only tell half the story

Don’t fall prey to cash-is-king platitudes

  • October 30, 2020 November 3, 2020
  • 09:00
Tax & Estate Planning

Doug Carroll

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

  • March 23, 2021 March 23, 2021
  • 10:14

Chess and retirement planning

The decumulation game requires a dynamic strategy

  • January 22, 2021 January 22, 2021
  • 14:00

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

  • November 13, 2020 November 13, 2020
  • 11:53

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

  • July 2, 2020 July 8, 2020
  • 14:30
Tax & Estate Planning

Wilmot George

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

  • March 19, 2021 March 19, 2021
  • 14:00

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

  • November 20, 2020 November 24, 2020
  • 12:00

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

  • July 22, 2020 July 22, 2020
  • 14:30

Long-term care and the principal residence exemption

Can your client claim the PRE after moving to assisted living?

  • May 5, 2020 May 12, 2020
  • 15:00
Tax & Estate Planning

Keith Masterman

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

  • March 18, 2021 March 18, 2021
  • 14:00

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

  • December 10, 2020 December 14, 2020
  • 14:00

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
  • 16:00

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

  • April 21, 2020 April 20, 2020
  • 15:00

Taking a pass on pricey products

Clients need advisors who control costs

  • March 12, 2021 March 12, 2021
  • 09:00

A post-pandemic upgrade for advice

Getting intentional about putting clients first

  • June 12, 2020 June 22, 2020
  • 09:00

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

  • October 25, 2019 October 25, 2019
  • 13:00

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

  • May 24, 2019 June 11, 2019
  • 09:00
Tax & Estate Planning

Jacqueline Power

Severance planning: What your client should consider

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

What clients should know about CERB

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

  • March 3, 2020 March 5, 2020
  • 14:15

Planning for blended families using trusts

Complex families can have complex needs

  • October 16, 2019 October 16, 2019
  • 13:00

Choose your foes wisely

Financial services are vulnerable to populism

  • January 29, 2021 February 5, 2021
  • 09:29

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

  • October 28, 2020 November 3, 2020
  • 09:59

The meaning of trust is changing

Competence is no longer enough

  • February 7, 2020 May 12, 2020
  • 09:30

Being an advisor in 2030

Reluctant predictions for the decade ahead

  • November 29, 2019 November 27, 2019
  • 12:00
Tax & Estate Planning

Funda Dilaver

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

  • January 7, 2021 January 7, 2021
  • 14:00
Tax & Estate Planning

Vivek Bansal

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

  • November 27, 2020 November 26, 2020
  • 10:00

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

  • March 31, 2020 March 30, 2020
  • 14:30
Tax & Estate Planning

Lea Koiv

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

  • August 4, 2020 July 31, 2020
  • 06:00

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

  • December 15, 2017 September 9, 2018
  • 12:03

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

  • October 20, 2017 January 16, 2019
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

  • September 22, 2017 September 4, 2018
  • 00:30
My Practice

Rick Goossen

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30
Insurance

Kevin Wark

Understanding rebating rules for insurance

Advisors in breach of provincial regulations could face sanctions

  • June 26, 2020 June 26, 2020
  • 15:00

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

  • October 25, 2019 October 25, 2019
  • 13:00

Immediate leveraged insurance: Tips and traps

Watch out for these issues

  • September 12, 2018 September 12, 2018
  • 15:14

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

  • June 28, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Charmaine Ko

What U.S. citizens should know before purchasing Canadian life insurance

These steps can prevent tax surprises

  • June 4, 2020 June 2, 2020
  • 14:00

The perils of owning U.S. life insurance

These tax-advantaged savings vehicles can result in a tremendous tax headache

  • May 29, 2020 June 4, 2020
  • 15:51