May AER 2013

May 2013

Retirement News

Test your knowledge of wills, trusts and estates.

New OAS option begins July 1, 2013.

Industry News

Community foundations help clients give back

New OAS option begins July 1, 2013.

Keeping the family cottage in a trust for longer creates a tax nightmare.

An ETF’s volume doesn’t impact its price and liquidity

Don’t bet against price expectations.

Recent and coming changes to national and provincial estate legislation

Look for trends, warning signs and management motives

The resignation, removal and substitution of trustees.

Major CRM changes to be phased in over three years

Living Benefits

Could a misdiagnosis put your client’s CI policy at risk?

Conversations

Should financial advisors hold an insurance license as a leg up?

Market Insights

Fostering additional returns by creating your own payments.

Don’t bet against price expectations.

Francis Kinniry warns emerging markets won’t provide the kind of returns clients may be expecting

Any investment with the scent of upside is fair game. But some investors don’t embrace traditional corporate values, and instead have social and environmental objectives.

Estate Planning

Test your knowledge of wills, trusts and estates.

Keeping the family cottage in a trust for longer creates a tax nightmare.

Recent and coming changes to national and provincial estate legislation

The resignation, removal and substitution of trustees.

ETFs

An ETF’s volume doesn’t impact its price and liquidity

Any investment with the scent of upside is fair game. But some investors don’t embrace traditional corporate values, and instead have social and environmental objectives.

Tax News

Keeping the family cottage in a trust for longer creates a tax nightmare.

Understanding corporate shakeups can avoid major headaches