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Michelle Schriver

Michelle Schriver is assistant editor of Advisor’s Edge. Email her at michelle@newcom.ca.

Advisors share what they offer—beyond the plan

  • February 21, 2018 September 4, 2018
  • 14:30

The Big Question asks

  • February 17, 2018 February 25, 2019
  • 00:14

Mostly misses—especially tax deferral loss for corporations

  • February 17, 2018 September 12, 2018
  • 00:09

The ethical advisor answers

  • February 17, 2018 September 10, 2018
  • 00:01

We ask three clients

  • January 25, 2018 September 7, 2018
  • 00:09

Advisors get proactive and creative

  • January 25, 2018 September 9, 2018
  • 00:02

Will 2018 see a market correction?

  • January 5, 2018 February 25, 2019
  • 00:00

If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]

  • December 15, 2017 September 9, 2018
  • 11:34

Economic sweet spot won't last forever

  • December 15, 2017 September 9, 2018
  • 00:00

Keeping abreast of your client obligations is no easy feat, and following proposed legislation—like Finance’s tax reforms for businesses—adds to the burden. If the department’s reforms are passed, your business-owning clients might require new planning. If you don’t inform them of the changes in a timely manner, could you be held liable? “It’s completely settled […]

  • November 24, 2017 September 4, 2018
  • 11:36

More columnists

Tax & Estate Planning

Vivek Bansal

Unintended tax consequences of joint tenancy with a right of survivorship

A client scenario with a family cottage shows the importance of planning

  • December 3, 2021 December 3, 2021
  • 14:23

Potential tax implications from renting a principal residence

A change in use could result in a deemed disposition

  • July 22, 2021 July 22, 2021
  • 14:16

How should your clients own real estate properties?

There are benefits and risks to owning property personally, through a trust or through a corporation

  • November 27, 2020 November 26, 2020
  • 10:00

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00
Tax & Estate Planning

Wilmot George

Love and taxes: What the CRA needs to know about your intimate relationships

Completing the T1’s marital status isn’t always straightforward

  • November 30, 2021 November 30, 2021
  • 16:33

Don’t let real estate add to relationship woes

Consider the tax consequences before transferring property after a separation

  • July 19, 2021 July 19, 2021
  • 14:00

RRSPs, RRIFs and withholding taxes at death

The absence of withholding taxes can create unexpected consequences if no planning is done

  • March 19, 2021 March 19, 2021
  • 14:00

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

  • November 20, 2020 November 24, 2020
  • 12:00
Investments

Mark Yamada

Protecting index investors from dual-class shares

How important is shareholder democracy?

  • November 26, 2021 November 26, 2021
  • 11:17

Does KYC risk assessment impede investor outcomes?

Investors cannot be solely deemed conservative, moderate or aggressive

  • November 2, 2021 November 2, 2021
  • 12:30

SPACs: Blind investing or investing blind?

Why blank cheque companies may not be right for your clients

  • October 4, 2021 October 4, 2021
  • 16:30

Bitcoin: Disruptive technology or digital Beanie Baby?

Putting cryptocurrencies in perspective

  • July 23, 2021 July 26, 2021
  • 16:12
Tax & Estate Planning

Jacqueline Power

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

  • November 23, 2021 November 23, 2021
  • 16:18

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11

Severance planning: What your client should consider

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

What clients should know about CERB

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15
Tax & Estate Planning

Keith Masterman

Help your client plan for income when a spouse dies

A sample case illustrates the impacts for the surviving spouse

  • November 22, 2021 November 22, 2021
  • 14:11

Help your client avoid losing GRE status

Contributions and loans to a graduated rate estate can have tax consequences

  • September 7, 2021 September 7, 2021
  • 14:06

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

  • March 18, 2021 March 18, 2021
  • 14:00

Restraints to testamentary freedom when drafting a will

Help your client avoid these pitfalls

  • December 10, 2020 December 14, 2020
  • 14:00
Tax & Estate Planning

Akua Carmichael

How to avoid succession battles with the family cottage

Keeping it in the family and maintaining harmony

  • November 2, 2021 November 2, 2021
  • 12:30

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

  • February 7, 2020 February 6, 2020
  • 09:30

Avoiding estate litigation

Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of…

  • May 29, 2013 August 21, 2018
  • 05:59

Creating a circle of trust

Testamentary trusts can be a useful tool in creating an estate plan, and ensuring that spouses who remarry, children from previous marriages and disabled children…

  • May 14, 2010 June 16, 2018
  • 00:00

An unlikely confession about commuting

The loss of that loathsome ritual may be contributing to stress

  • November 2, 2021 November 2, 2021
  • 12:30

Advisors should get ahead of the ESG backlash

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

  • October 4, 2021 October 4, 2021
  • 16:30

Choose your foes wisely

Financial services are vulnerable to populism

  • January 29, 2021 February 5, 2021
  • 09:29

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

  • October 28, 2020 November 3, 2020
  • 09:59
Tax & Estate Planning

Curtis Davis

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

  • November 2, 2021 November 2, 2021
  • 12:30

RESPs are a perfect opportunity to build relationships

Students need financial planning, too

  • October 4, 2021 October 4, 2021
  • 16:30

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

  • May 11, 2021 May 11, 2021
  • 09:30

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Heed the warning signs of stock market frauds

Use the fraud triangle to root out problem investments

  • November 2, 2021 November 2, 2021
  • 12:30

The case for boring in a bull market of DIY geniuses

How to keep clients from psyching themselves out

  • October 4, 2021 October 4, 2021
  • 17:37

In search of buying opportunities

Investing advice that works

  • May 11, 2021 May 11, 2021
  • 09:30

Home bias isn’t all bad

Are your clients invested too much in Canada?

  • March 12, 2021 March 12, 2021
  • 09:00
Tax & Estate Planning

Jamie Golombek

A Tax Court lesson in saving receipts

Expense claims are possible without receipts, but it’s an uphill battle

  • October 4, 2021 October 4, 2021
  • 16:30

Instalment payments for clients who owe taxes

There are three options used to determine how much taxpayers need to pay each quarter

  • May 11, 2021 May 11, 2021
  • 09:30

Helping clients through a challenging tax season

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00
Tax & Estate Planning

David Truong

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

  • August 4, 2021 August 4, 2021
  • 14:36

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

  • January 30, 2018 May 13, 2019
  • 14:00

Registered plans and lifetime benefit trusts

What to consider regarding the use of LBTs

  • January 9, 2018 September 12, 2018
  • 15:01

DTC eligibility for taxpayers with Type 1 diabetes

Why people living with Type 1 diabetes have been refused the Disability Tax Credit

  • December 20, 2017 September 4, 2018
  • 15:30
Tax & Estate Planning

Frank Di Pietro

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

  • June 18, 2021 June 18, 2021
  • 14:18

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

  • June 2, 2020 June 1, 2020
  • 13:00

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

  • April 16, 2020 April 16, 2020
  • 11:00

Second-generation income and TOSI

Find out when your client’s investment income could be subject to the tax on split income

  • February 7, 2020 March 30, 2020
  • 13:30
Tax & Estate Planning

Rebecca Hett

What the disability tax credit means for eligible Canadians and their families

Qualification is a gateway to additional tax savings

  • May 14, 2021 June 22, 2021
  • 15:13

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

  • February 4, 2021 February 4, 2021
  • 16:30

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 December 21, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32
Market Insights

Jim Otar

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

  • June 12, 2020 June 22, 2020
  • 09:00

ALDAs: to buy or not to buy

A breakdown of who benefits from the federal government’s proposed annuity

  • February 7, 2020 May 12, 2020
  • 09:30
Tax & Estate Planning

Tim Brisibe

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

  • May 11, 2021 May 11, 2021
  • 12:00

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

  • October 2, 2020 July 15, 2021
  • 09:00

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

  • May 8, 2020 May 12, 2020
  • 15:00

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

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

  • March 13, 2020 March 13, 2020
  • 15:36
Tax & Estate Planning

Doug Carroll

Can a trust avoid tax on a deceased person’s RRSP?

A trustee’s tax liability has limits, a court case suggests

  • March 23, 2021 March 23, 2021
  • 10:14

Chess and retirement planning

The decumulation game requires a dynamic strategy

  • January 22, 2021 January 22, 2021
  • 14:00

Budgeting for 2021 CPP changes — and beyond

Will the pandemic lead to higher future premiums?

  • November 13, 2020 November 13, 2020
  • 11:53

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

  • July 2, 2020 July 8, 2020
  • 14:30

Taking a pass on pricey products

Clients need advisors who control costs

  • March 12, 2021 March 12, 2021
  • 09:00

A post-pandemic upgrade for advice

Getting intentional about putting clients first

  • June 12, 2020 June 22, 2020
  • 09:00

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

  • October 25, 2019 October 25, 2019
  • 13:00

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

  • May 24, 2019 June 11, 2019
  • 09:00
Tax & Estate Planning

Funda Dilaver

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

  • January 7, 2021 January 7, 2021
  • 14:00
Tax & Estate Planning

Lea Koiv

CRA issues newsletter for registered pension plan contracts

The additional guidance reduces the risk of purchasing a non-compliant annuity

  • August 4, 2020 July 31, 2020
  • 06:00

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 January 16, 2019
  • 00:00

Shedding light on the CPP survivor benefit

Explaining a poorly understood mechanism

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