Lea Koiv and Alexandra Macqueen

Advisor's Edge

Your client wants to leave her defined benefit pension. How can she turn it into cash?

A tale of two cousins

By Lea Koiv and Alexandra Macqueen |September 20, 2019

4 min read

Tax News

CRA releases draft newsletter for registered pension plan annuity contracts

The much-anticipated guidelines clarify rules around copycat annuities

By Lea Koiv and Alexandra Macqueen |December 6, 2018

3 min read

Advisor's Edge

Should your client consider a copycat annuity?

What to know when commuting a pension

By Lea Koiv and Alexandra Macqueen |October 15, 2018

5 min read

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