Latest columns in Columnists
> Tax & Estate Planning
Rebecca Hett
Tax implications of divorce, Part 2
Settling different types of property
- April 10, 2019 April 3, 2019
- 14:27
Tax implications of divorce, Part 1
Dividing assets and navigating tax credits
- April 3, 2019 April 3, 2019
- 14:25
> My Practice
Mark Groulx
Managing multiple goals when selling a family business
A case study of a complex process
- April 5, 2019 April 5, 2019
- 13:27
Helping clients sell a business
Every transaction presents unique challenges
- January 18, 2019 January 18, 2019
- 15:00
Anatomy of a business sale
When clients sell their businesses, they’re usually unlocking wealth – which benefits their advisors.
- August 4, 2016 September 7, 2018
- 11:23
How to prep a business for sale
When it comes to selling a client’s business, timing matters.
- January 19, 2015 September 6, 2018
- 05:55
> News
Melissa Shin
Budget 2019 could mean more tax payable for fundholders
Department of Finance expects to gain $350 million by 2024 from proposals
- April 2, 2019 April 2, 2019
- 09:00
CRA to delay registered fee position ‘indefinitely’
This delay represents a win for industry associations
- October 3, 2018 October 4, 2018
- 15:00
CRA targets RRSP, TFSA abuses in long-awaited tax document
Agency also delays implementing registered fee position
- October 1, 2018 November 2, 2018
- 16:55
The (potential) future of advice reforms
Compared to what’s happening in Australia, CSA’s June missives are meek
- September 21, 2018 September 20, 2018
- 12:00
> Investments
Mark Yamada
ETFs: all the banks are in
Will investment management fundamentally change?
- March 28, 2019 March 28, 2019
- 16:01
Managing risk with the clock ticking
Deck chairs on the Titanic, Part 2
- March 25, 2019 March 25, 2019
- 00:00
Why fees become more important during decumulation
Deck chairs on the Titanic, Part 1
- February 25, 2019 February 22, 2019
- 00:00
Overcome the challenges of decumulation
Why this feat is so difficult
- November 28, 2018 January 17, 2019
- 09:00
> News
Mark Burgess
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
When tech tools are too good, clients may suffer
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
- February 25, 2019 March 26, 2019
- 00:00
Facing the extinction phase
Adapting process and culture to survive in the age of tech
- November 28, 2018 December 4, 2018
- 09:00
When to pull the goalie
What an unorthodox hockey strategy teaches us about investing and managing clients
- October 15, 2018 October 15, 2018
- 17:20
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