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Tax & Estate Planning

Wilmot George

money investment scale

Why clients should rethink deliberate TFSA overcontributions

Overcontributions can result in more than a simple penalty tax

  • December 11, 2018 December 11, 2018
  • 14:45

RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

  • July 9, 2018 September 10, 2018
  • 00:00

How retirees can accumulate RRSP room

Find out what types of income add to the calculation of deduction room

  • February 22, 2018 October 11, 2018
  • 16:27

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

  • November 1, 2017 September 10, 2018
  • 15:00
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Tax & Estate Planning

Nathalie Boutet

Couple walking during heavy snowstorm on the alley under the trees

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

  • December 4, 2018 December 4, 2018
  • 15:30

Why couples need a financial plan for a trial separation

Tips for managing expenses, mortgages and shared accounts

  • August 3, 2018 September 10, 2018
  • 00:00

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

  • May 3, 2018 September 4, 2018
  • 00:00

How advisors can support healthier divorces

Ideas to help clients going through tough times

  • March 7, 2018 September 4, 2018
  • 13:57

Accounting games happen in plain sight

What to look for when analyzing statements

  • November 28, 2018 December 4, 2018
  • 09:00

What other industries can learn from cannabis companies

Requiring all industries to disclose in the way suggested for the cannabis sector would be a major improvement

  • November 15, 2018 November 14, 2018
  • 16:00

Is quarterly earnings guidance good or evil?

There’s no one-size-fits-all approach

  • October 15, 2018 October 15, 2018
  • 16:55

The way the whistle blows

Comparing the success of investor protection programs in Canada and the U.S.

  • September 21, 2018 September 20, 2018
  • 12:00
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Tax & Estate Planning

Margaret O’Sullivan

wills-estate-battle

Mutual wills: proceed with caution

Examining an alternative to trusts

  • November 28, 2018 December 4, 2018
  • 09:00

Keep estate planning documents safe

A key consideration that’s often overlooked

  • September 21, 2018 September 20, 2018
  • 12:00

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

  • July 13, 2018 September 10, 2018
  • 00:00

How U.S. personal tax changes affect estate planning

An overview of major changes impacting Canadians with U.S. connections

  • May 8, 2018 September 10, 2018
  • 00:00
Side view of a serious businessman scrolling on a tablet

Overcome the challenges of decumulation

Why this feat is so difficult

  • November 28, 2018 November 30, 2018
  • 09:00

The changing definition of risk

When clients don’t meet goals on time

  • October 15, 2018 October 15, 2018
  • 16:53

Proposed regulations will change how you manage money

Understanding “jam jar” investment management

  • September 21, 2018 September 27, 2018
  • 12:00

Risk-reward lessons from the boys of summer

Evaluating risk to achieve a goal

  • July 13, 2018 September 10, 2018
  • 00:00