Michelle Schriver is assistant editor of Advisor’s Edge. Email her at michelle.schriver@tc.tc.
Michelle Schriver is assistant editor of Advisor’s Edge. Email her at michelle.schriver@tc.tc.
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
There's a shadow side to likability
Initial industry reaction to the SRO's discussion paper
Find out who advises these advisors
Unpleasant surprises can await clients who have planned for reduced expenses in retirement
The quandary Your long-time client, whom you consider a friend, approaches you with an enticing proposal: equal partners in a business for specialty pet food. In making your decision, what do you consider? Experts say Damienne Lebrun-Reid, Managing director, standards at Financial Planning Standards Council, Toronto This creates a clear conflict of interest, because the […]
Plus, they share how they're making a difference for others in the industry
Advisors share what they offer—beyond the plan
What Seinfeld can teach us about the value of staying the course
The limits of expert systems
Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know
Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
Advisors in breach of provincial regulations could face sanctions
If your business-owner client uses these trusts, special planning is required
Watch out for these issues
A recent Tax Court case debunked a common misconception
Rules govern coordination with other benefits, repayment
The Registered Disability Savings Plan requires proper planning
Complex families can have complex needs
Younger clients will enjoy a greater benefit from changes introduced this year
These organizations’ structures dictate CRA compliance and pandemic support
Be aware of the rules and considerations for a tax-deferred property transfer
Find out the criteria for determining qualified farm property
Avoid these pitfalls to access the lifetime capital gains exemption
Will massive government spending and central bank easing lead to inflation, deflation or both?
How Covid-19 may affect loans, earnings and dividends
ETF growth is building proxy power for passive managers
Rates have fallen and can’t get up
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
There's a shadow side to likability
A taxpayer was told he owed $4.1 million in taxes
The lower rate creates opportunities for income splitting
A Tax Court case shows what can happen to unsupported claims
The latest court case highlights the importance of filing on time
Using historical returns to forecast a recovery
A breakdown of who benefits from the federal government’s proposed annuity
The famous 4% rule won’t work for many clients
Picture this: You have a client – 10 years away from retirement – who comes to you for retirement advice. You spend several hours, maybe…
If clients need liquidity, there are options
RRIFs, CERB and working from home have tax implications
Breaking down pension adjustments and other challenges
These steps can prevent tax surprises
These tax-advantaged savings vehicles can result in a tremendous tax headache
The rules are restrictive and deductions require the employer’s support
The process of selling losing investments is fairly straightforward
Find out when your client’s investment income could be subject to the tax on split income
Help clients navigate the new rules
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
There’s still room for wins in the dynamic real estate sector, even as interest rates rise
Knowing the answer will help you and your client prepare for incapacity
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
More support is needed to cope with the pandemic
Examining adjusted aggregate investment income
Can your client claim the PRE after moving to assisted living?
More on pension income splitting for the year of death
Tips for serving clients of all ages
What clients need to know about reporting transactions
Subtle changes mean clients may want to act soon
Tips to avoid cross-border complications
The story behind global intangible low-taxed income
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
Accounting chicanery to watch for ahead of earnings season
Examining policy options in a heated primary season
Lack of regulations means anything goes
Use these tips to protect an inheritance
Help your client choose a vacation property with these tips
A court decision in Nova Scotia has implications for estate planning
Consider these factors before establishing a Henson trust
Find out what the CRA says about investment income and selling a business
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
Legislation affects disclosures on trusts, real estate and corporations
Steps to limit tax in other jurisdictions
Examining an alternative to trusts