Latest columns in Columnists
> Tax & Estate Planning
Curtis Davis
Help clients calculate RRSP limits
Breaking down pension adjustments and other challenges
- February 20, 2020 February 24, 2020
- 11:03
Investing personally or in a corporation
How passive income rules factor in to the decision
- November 29, 2019 November 29, 2019
- 12:00
Revisiting salary versus dividends in light of federal tax changes
New considerations for incorporated small business owners
- October 25, 2019 October 28, 2019
- 13:00
> News
Mark Burgess
The meaning of trust is changing
Competence is no longer enough
- February 7, 2020 February 6, 2020
- 09:30
Being an advisor in 2030
Reluctant predictions for the decade ahead
- November 29, 2019 November 27, 2019
- 12:00
Ignore climate risk at your peril
Advisors have every reason to boost sustainable investing knowledge
- September 20, 2019 September 26, 2019
- 15:00
Addressing the middle-class gap in financial advice
Rather than courting only HNW clients, advisors should look for ways to serve more households
- March 25, 2019 March 25, 2019
- 13:51
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ALDAs: to buy or not to buy
A breakdown of who benefits from the federal government’s proposed annuity
- February 7, 2020 February 26, 2020
- 09:30
Prioritize expenses in drawdown calculations
The famous 4% rule won’t work for many clients
- May 16, 2014 September 8, 2018
- 00:10
Pitching disability coverage
Picture this: You have a client - 10 years away from retirement - who comes to you for retirement advice. You spend several hours, maybe…
- June 8, 2010 August 14, 2018
- 10:11
How to overfund UL
“What?” you might say, “I didn’t know universal life insurance (UL) had an expiry date!” Relax. You’re right. UL doesn’t come with an expiry date.…
- August 1, 2009 August 14, 2018
- 12:57
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Tax issues when Canadians have U.S. executors
Tips to avoid cross-border complications
- June 13, 2019 June 13, 2019
- 16:00
Pleading not GILTI: tax deferral strategies for Canadian-resident U.S. citizens
The story behind global intangible low-taxed income
- February 23, 2018 September 7, 2018
- 11:56
4 structures to protect Canadians from the U.S. estate tax—updated
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
- February 20, 2018 September 4, 2018
- 11:52
Renouncing U.S. citizenship after U.S. tax reform
Renouncing is a personal decision with a number of pros and cons
- February 20, 2018 September 4, 2018
- 05:59
> Tax & Estate Planning
Doug Carroll
Emergency fund advice in a time of crisis
Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know
- April 1, 2020 April 1, 2020
- 14:30
Disputing when critical illness insurance is payable
Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
- January 28, 2020 January 28, 2020
- 16:16
Corporate investments and the small business rate
Developing a plan for extracting corporate money
- February 5, 2019 February 5, 2019
- 10:00
Caution when counselling DB-to-IPP transfers
A legal case sounds a note of caution for advisors
- October 15, 2018 October 23, 2018
- 17:32
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