Advisor to Client

The value of worthless stocks

When a family member dies all property is deemed sold at fair market value. But what if that includes stock certificates from failed companies?

September 3, 2013

1 min read

Investing

Unload worthless stock

Despite the best planning and practices, sometimes you end up stuck with worthless stock shares. Still, there is a way to use them.

September 3, 2013

1 min read

Tax

Come clean with the CRA

If you realize you’ve been accidentally evading taxes, your best option is to come clean with Revenue Canada.

By Richard Weber |September 3, 2013

3 min read

Tax

Don’t over-contribute to registered plans

The consequences of over-contributing to RRSPs and TFSAs can be costly. Here’s what to do if it happens.

July 24, 2013

3 min read

Financial Planning

Timing a business sale

Regardless of the economy, preparation, expertise and realistic expectations remain key

By Melissa Campeau |January 4, 2012

3 min read

Industry

Active ETFs: Not an oxymoron

ETFs have gone active. What you need to know.

By Donna Green |November 11, 2011

4 min read

Industry

Faceoff: Index, friend or foe?

Two advisors weigh the merits of passive investing

By Dean DiSpalatro |July 22, 2011

6 min read

Industry

Retirement income: Back-to-back annuities

Set it up and leave it alone?

By Melissa Shin |July 5, 2011

9 min read

Investing

Live from Las Vegas: IMCA Annual Conference

News Editor Steven Lamb is reporting live from IMCA’s 2011 Conference in Las Vegas, Nevada, Monday, May 16 to Tuesday May 17th. IMCA’s mission is to give advanced investment and wealth management professionals the knowledge to advance their careers and practices. This year’s conference theme is “Beyond the Basics”. That’s it for my coverage of […]

By Staff |May 17, 2011

46 min read

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