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Melissa Shin

Melissa Shin is Editorial Director of Advisor’s Edge. Email her at melissa.shin@tc.tc.

This delay represents a win for industry associations

  • October 3, 2018 October 4, 2018
  • 15:00

Agency also delays implementing registered fee position

  • October 1, 2018 October 2, 2018
  • 16:55

Compared to what’s happening in Australia, CSA’s June missives are meek

  • September 21, 2018 September 20, 2018
  • 12:00

Use these strategies to protect downside and capture upside

  • November 24, 2017 September 10, 2018
  • 00:00

Just in time for its 20th birthday, Advisor’s Edge is being reborn. Advisor’s Edge was founded in 1998 as a resource to help you ask better client questions, have deeper client conversations, build a stronger practice and design superior financial plans. Starting in 2005, AE split into two publications in order to dive even further […]

  • November 16, 2017 September 7, 2018
  • 10:15

Tell a Toronto homebuyer or an Iqaluit grocery shopper that inflation is just 1%, and they’ll laugh in your face. That’s because official inflation numbers blend hundreds of prices from across the country. To properly advise clients about rising costs, you need to look beyond economic statements. To start, let’s define key terms. Statistics Canada […]

  • October 13, 2017 September 4, 2018
  • 00:01

Consultations extend into 2018

  • October 3, 2017 October 9, 2018
  • 11:24

What you need to know

  • July 21, 2017 September 4, 2018
  • 14:10

Remove one conflict, create another?

  • May 12, 2017 September 4, 2018
  • 00:10

Pitfalls include improperly serving notices and breaching privacy

  • May 12, 2017 September 10, 2018
  • 00:04

More columnists

Tax & Estate Planning

Doug Carroll

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

  • October 15, 2018 October 15, 2018
  • 17:32

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

  • September 21, 2018 September 20, 2018
  • 12:00

Can you rely on archived CRA communications?

What the agency says

  • July 13, 2018 September 10, 2018
  • 00:00

Goodbye tax on tax

What Ontario’s surtax elimination means

  • May 11, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Curtis Davis

Foreign withholding tax: Is the credit always worth it?

Comparing tax options for foreign dividend-paying stocks

  • October 15, 2018 October 15, 2018
  • 17:23

How to plan around the small business tax changes

Strategies to address the new rules in 2019

  • September 21, 2018 September 21, 2018
  • 11:30

Tax savings for summer camps

How to claim the child care expense deduction

  • July 13, 2018 September 10, 2018
  • 00:00

CPP: A good bang for the buck?

Evaluating the Canada Pension Plan's value

  • June 18, 2018 September 9, 2018
  • 00:00

When to pull the goalie

What an unorthodox hockey strategy teaches us about investing and managing clients

  • October 15, 2018 October 15, 2018
  • 17:20

What we learned talking to clients and advisors across Canada

Summer reading to improve your practice

  • June 18, 2018 September 9, 2018
  • 00:00

Financial wisdom in unlikely places

Humanizing the methods and challenges of finance

  • April 13, 2018 September 7, 2018
  • 00:00

Why client coaching can’t be left for corrections

The February correction was a useful check against complacency

  • March 16, 2018 September 7, 2018
  • 10:34
Tax & Estate Planning

Jamie Golombek

Avoid unexpected tax on real estate purchases

Buying from a non-resident requires careful planning

  • October 15, 2018 October 15, 2018
  • 17:14

A warning on interest deductibility

The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes

  • July 13, 2018 September 10, 2018
  • 00:00

There may be relief for delinquent T1135 filers

New case requires CRA to reconsider penalty for late reporting

  • June 18, 2018 September 21, 2018
  • 00:00

Managing tuition tax trouble

The limits of carrying credits forward

  • April 13, 2018 September 7, 2018
  • 00:00
Tax & Estate Planning

Lea Koiv

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 September 12, 2018
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

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

Pension splitting: special rules and planning opportunities

Find out how to help clients

  • June 8, 2017 September 5, 2018
  • 05:59

Is quarterly earnings guidance good or evil?

There’s no one-size-fits-all approach

  • October 15, 2018 October 15, 2018
  • 16:55

The way the whistle blows

Comparing the success of investor protection programs in Canada and the U.S.

  • September 21, 2018 September 20, 2018
  • 12:00

Doubling down on a losing investment

Mistake or sage manoeuvre?

  • July 13, 2018 September 10, 2018
  • 00:00

Why investing in REITs requires caution

Regulatory notice does little to address reporting concerns

  • June 18, 2018 September 21, 2018
  • 00:00
Investments

Mark Yamada

The changing definition of risk

When clients don’t meet goals on time

  • October 15, 2018 October 15, 2018
  • 16:53

Proposed regulations will change how you manage money

Understanding “jam jar” investment management

  • September 21, 2018 September 27, 2018
  • 12:00

Risk-reward lessons from the boys of summer

Evaluating risk to achieve a goal

  • July 13, 2018 September 10, 2018
  • 00:00

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

  • June 18, 2018 September 21, 2018
  • 00:00
Tax & Estate Planning

Jim Witty

How passive income is calculated for CCPCs

Examining adjusted aggregate investment income

  • October 12, 2018 October 12, 2018
  • 13:39
My Practice

Chris Delaney

Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

  • October 9, 2018 September 26, 2018
  • 13:00

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

  • October 2, 2018 September 26, 2018
  • 13:00

Four reasons intergenerational wealth is destroyed in 3 generations

“Shirtsleeves to shirtsleeves in three generations” is a common adage

  • July 18, 2018 September 7, 2018
  • 00:00

CRA to delay registered fee position ‘indefinitely’

This delay represents a win for industry associations

  • October 3, 2018 October 4, 2018
  • 15:00

CRA targets RRSP, TFSA abuses in long-awaited tax document

Agency also delays implementing registered fee position

  • October 1, 2018 October 2, 2018
  • 16:55

The (potential) future of advice reforms

Compared to what’s happening in Australia, CSA’s June missives are meek

  • September 21, 2018 September 20, 2018
  • 12:00

Straddles and strangles: a primer

Use these strategies to protect downside and capture upside

  • November 24, 2017 September 10, 2018
  • 00:00
Tax & Estate Planning

Jacqueline Power

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

  • October 1, 2018 October 1, 2018
  • 15:14

Best tax options to transfer the cottage to kids

An expert offers a sample case to help clients avoid tax pitfalls

  • April 5, 2018 September 7, 2018
  • 00:00

How to minimize OAS clawback

Answer common client questions about OAS reductions

  • May 25, 2017 September 4, 2018
  • 14:00

How to transfer a U.K. pension to Canada

Many people who have ties to the U.K. have decided to settle in Canada.

  • October 24, 2016 August 31, 2018
  • 09:53
Tax & Estate Planning

Margaret O’Sullivan

Keep estate planning documents safe

A key consideration that’s often overlooked

  • September 21, 2018 September 20, 2018
  • 12:00

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

  • July 13, 2018 September 10, 2018
  • 00:00

How U.S. personal tax changes affect estate planning

An overview of major changes impacting Canadians with U.S. connections

  • May 8, 2018 September 10, 2018
  • 00:00

Help clients appoint a guardian for minor children

How the process works

  • December 15, 2017 September 10, 2018
  • 10:25

What is bubble theory?

Bubbles can build and burst at different intervals, or not burst at all

  • September 21, 2018 September 20, 2018
  • 12:00

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

  • July 13, 2018 September 10, 2018
  • 00:00

Explaining how RI and smart beta come together

Demand is rising for both ESG analysis and smart beta strategies

  • June 12, 2018 September 10, 2018
  • 00:00

What it really means to put clients first

Insights from advisors and investors on how to best serve your book

  • May 11, 2018 September 7, 2018
  • 00:00
Insurance

Kevin Wark

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

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

  • May 11, 2018 September 12, 2018
  • 00:00

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

  • March 19, 2018 September 4, 2018
  • 00:00
Tax & Estate Planning

Frank Di Pietro

Tax traps when converting a home to an income property

Implications for the principal residence exemption

  • August 8, 2018 September 7, 2018
  • 00:00

What TOSI means for succession planning

Find out how income sprinkling measures apply to inherited property

  • February 22, 2018 September 10, 2018
  • 09:59

Help maximize RDSP carry forwards

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

  • September 22, 2017 September 20, 2018
  • 06:00

The benefits of family trusts

These structures can achieve estate planning objectives, not just tax ones

  • June 30, 2017 September 4, 2018
  • 09:39
Tax & Estate Planning

Nathalie Boutet

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

  • August 3, 2018 September 10, 2018
  • 00:00

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

  • May 3, 2018 September 4, 2018
  • 00:00

How advisors can support healthier divorces

Ideas to help clients going through tough times

  • March 7, 2018 September 4, 2018
  • 13:57

How to educate clients about prenups

Practical tips for advisors to implement

  • January 23, 2018 September 10, 2018
  • 10:21
Tax & Estate Planning

Keith Masterman

Planning opportunities with alter ego and joint partner trusts

Find out if they're right for your client

  • August 1, 2018 September 7, 2018
  • 00:00

Avoid these traps with alter ego and joint partner trusts

What clients must know about these unique trusts

  • March 28, 2018 September 12, 2018
  • 00:00

3 investment rules estate trustees must know

Estate trustees are fiduciaries

  • May 30, 2017 September 12, 2018
  • 09:00

How much power do powers of attorney really have?

Can a person acting under a PoA make gifts or change beneficiary designations?

  • February 7, 2017 September 4, 2018
  • 06:00
Tax & Estate Planning

Tim Brisibe

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

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

  • February 9, 2018 September 4, 2018
  • 13:00

What happens when parents and adult children are joint tenants?

A look at the pros and cons

  • July 18, 2017 September 10, 2018
  • 12:00

Your role in intergenerational wealth transfer

An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.

  • July 4, 2016 August 21, 2018
  • 09:01
Tax & Estate Planning

Wilmot George

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

  • July 9, 2018 September 10, 2018
  • 00:00

How retirees can accumulate RRSP room

Find out what types of income add to the calculation of deduction room

  • February 22, 2018 October 11, 2018
  • 16:27

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

  • November 1, 2017 September 10, 2018
  • 15:00

Navigate TFSA attribution rules

Find out the details

  • July 21, 2017 September 4, 2018
  • 10:00
Tax & Estate Planning

Carol Bezaire

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

  • June 19, 2018 September 7, 2018
  • 00:00

Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

  • February 3, 2017 September 4, 2018
  • 11:13

Tax and ETFs: what you need to know

ETFs have unique taxation aspects when they’re held in non-registered accounts

  • August 10, 2016 September 6, 2018
  • 17:27

2 things to watch with RDSPs

As more advisors are assisting families to open these plans, be aware of two specific points.

  • January 7, 2013 August 21, 2018
  • 05:59