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magnifier and graph, basic tools of technical analysis on the stock market.

Modern monetary theory and pandemic debt

Will MMT unlock economic potential or lead to global meltdown?

  • August 14, 2020 August 14, 2020
  • 14:30

The legacy of pandemic debt

Will massive government spending and central bank easing lead to inflation, deflation or both?

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

Owning Canadian banks in 2020

How Covid-19 may affect loans, earnings and dividends

  • April 20, 2020 April 20, 2020
  • 12:17

From passive investors to active shareholders

ETF growth is building proxy power for passive managers

  • March 27, 2020 April 13, 2020
  • 09:30
Tax & Estate Planning

Keith Masterman

retirement

When naming minor beneficiaries causes major complications

A lack of planning can impede your client’s wishes

  • August 7, 2020 July 31, 2020
  • 16:00

Help your client plan for a spendthrift beneficiary

Use these tips to protect an inheritance

  • April 21, 2020 April 20, 2020
  • 15:00

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

  • December 18, 2019 December 17, 2019
  • 14:00

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

  • August 19, 2019 August 19, 2019
  • 14:50
Tax & Estate Planning

Lea Koiv

Wooden box lined with hay from the chicken eggs

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
Vivek Bansal
Tax & Estate Planning

Vivek Bansal

Bakery owners

Help your client wind down their private corporation

Consider these tax-efficient options

  • July 31, 2020 August 4, 2020
  • 15:00

TOSI exceptions for your business-owner client

Find out what the CRA says about investment income and selling a business

  • March 31, 2020 March 30, 2020
  • 14:30
Sheltering

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30