Curtis Davis , FMA, CIM, RRC, CFP, is senior consultant, Tax, Retirement & Estate Planning Services, Retail Markets at Manulife.
Curtis Davis , FMA, CIM, RRC, CFP, is senior consultant, Tax, Retirement & Estate Planning Services, Retail Markets at Manulife.
Comparing tax options for foreign dividend-paying stocks
Strategies to address the new rules in 2019
How to claim the child care expense deduction
Evaluating the Canada Pension Plan's value
Borrowing to invest isn't appropriate for everyone
How clients could be putting refund money to work year-round
Here's help to find the answer to this pressing client question
What to think about before clients buy in a foreign market
A look at the financial, tax and intangible considerations
Don’t let your client be pound foolish
A legal case sounds a note of caution for advisors
Here’s what we can expect to pay under the new system
What the agency says
Comparing tax options for foreign dividend-paying stocks
Strategies to address the new rules in 2019
How to claim the child care expense deduction
Evaluating the Canada Pension Plan's value
What an unorthodox hockey strategy teaches us about investing and managing clients
Summer reading to improve your practice
Humanizing the methods and challenges of finance
The February correction was a useful check against complacency
Buying from a non-resident requires careful planning
The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes
New case requires CRA to reconsider penalty for late reporting
The limits of carrying credits forward
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
Find out how to help clients
There’s no one-size-fits-all approach
Comparing the success of investor protection programs in Canada and the U.S.
Regulatory notice does little to address reporting concerns
When clients don’t meet goals on time
Understanding “jam jar” investment management
Evaluating risk to achieve a goal
Learning to delegate tasks and ask the right questions
Examining adjusted aggregate investment income
The last two steps of the process
Consciously deciding to sustain family wealth for the long term is atypical
“Shirtsleeves to shirtsleeves in three generations” is a common adage
This delay represents a win for industry associations
Agency also delays implementing registered fee position
Compared to what’s happening in Australia, CSA’s June missives are meek
Use these strategies to protect downside and capture upside
Increases to the program have been put on hold
An expert offers a sample case to help clients avoid tax pitfalls
Answer common client questions about OAS reductions
Many people who have ties to the U.K. have decided to settle in Canada.
A key consideration that’s often overlooked
Preventing estate problems when a client lives in multiple jurisdictions
An overview of major changes impacting Canadians with U.S. connections
How the process works
Bubbles can build and burst at different intervals, or not burst at all
Inadequate financial literacy can lead to a lack of financial confidence
Demand is rising for both ESG analysis and smart beta strategies
Insights from advisors and investors on how to best serve your book
Watch out for these issues
A recent Tax Court case debunked a common misconception
Tax consequences associated with policy loan transactions
An expert offers the details, including tax consequences
Implications for the principal residence exemption
Find out how income sprinkling measures apply to inherited property
While the two plans resemble each other in many aspects, there are other features of the RDSP that are worlds apart from its RESP cousin
These structures can achieve estate planning objectives, not just tax ones
Tips for managing expenses, mortgages and shared accounts
Tips for working with experts when family issues interfere with finances
Ideas to help clients going through tough times
Practical tips for advisors to implement
Find out if they're right for your client
What clients must know about these unique trusts
Estate trustees are fiduciaries
Can a person acting under a PoA make gifts or change beneficiary designations?
Know the tax implications when moving into care
A will kit might be free or inexpensive, but it might not be valid
A look at the pros and cons
An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.
There are some situations where a tax-deferred transfer might not be the best option
Find out what types of income add to the calculation of deduction room
Understand which one offers a planning opportunity
Understand the potential benefits and pitfalls for your client
How a change in client circumstances changes the answer.
ETFs have unique taxation aspects when they’re held in non-registered accounts
As more advisors are assisting families to open these plans, be aware of two specific points.