Curtis Davis, FMA, CIM, RRC, CFP, is senior consultant for tax, retirement and estate planning services, retail markets at Manulife Investment Management.
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
How to claim the child care expense deduction
Evaluating the Canada Pension Plan's value
Borrowing to invest isn't appropriate for everyone