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> Tax & Estate Planning
Wilmot George
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
> Tax & Estate Planning
Nathalie Boutet
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
> Investments
Al and Mark Rosen
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
> Tax & Estate Planning
Margaret O’Sullivan
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
> Investments
Mark Yamada
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
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