Evelyn Juan

A day in the life of a research house

When they use outside management, fund companies have ways of ensuring the managers with whom they trust investors’ money know what they’re doing

By Evelyn Juan |June 21, 2015

4 min read

Market Insights

How to vet a private investment venture

Investing in a friend’s business involves business and relational risks.

By Evelyn Juan |May 8, 2015

4 min read

Investing

Tips when investing in a friend’s business

Investing in a private venture involves business and relational risks

By Evelyn Juan |May 1, 2015

4 min read

Financial Planning

Manage property claims before marriage

How to manage the legal and financial implications of a relationship when it comes to property.

By Evelyn Juan |April 23, 2015

3 min read

Estate Planning

Protect a home from divorce claims

Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”

By Evelyn Juan |April 10, 2015

4 min read

Tax

Condo investment shouldn’t be a tax nightmare

Jodi and Alex* live in a four-bedroom home in Windsor, Ont., with their two sons, but want to invest in a one-bedroom condo in Toronto.

By Evelyn Juan |March 28, 2015

4 min read

Market Insights

Condo investment shouldn’t be a tax nightmare

You need to know how CRA would view revenues from the condo’s rental income and what would trigger an audit.

By Evelyn Juan |March 6, 2015

5 min read

Planning and Advice

Help entrepreneurs get a loan

How should this advisor help two first-time business owners?

By Evelyn Juan |February 6, 2015

2 min read

Industry

Two Richardson GMP advisors move to RBC

Richardson GMP advisors Mark Farris and Warren Andrukow, whose teams collectively oversaw about $360 million in assets, have jumped to RBC.

By Evelyn Juan |November 17, 2014

2 min read

More Columnists

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Ben Felix

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Understanding the role of bonds in retirement portfolios

February 5, 2024|4 min read

Coreen Sol

Finding your volatility sweet spot

March 7, 2024|4 min read

Unravelling confirmation bias

December 15, 2023|2 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read

Matt Trotta

Tax & Estate

Defining trusts for tax reporting and compliance

February 8, 2024|5 min read

RRSPs and estate administration

November 15, 2023|6 min read