Latest columns in Columnists
> News
Mark Burgess
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
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
> Tax & Estate Planning
Jamie Golombek
Is a Holding Company Right for Your Client?
Breaking down the tax implications.
- December 10, 2019 December 11, 2019
- 16:00
TFSA overcontribution woes continue
A taxpayer deposited a cheque into the wrong account
- November 29, 2019 November 27, 2019
- 12:00
Golombek’s Year-End Tax Tips
Help your client with timely tax-efficient planning
- November 25, 2019 November 25, 2019
- 16:00
A life insurance policy loan or a loan against the policy?
A Tax Court case shows the difference for taxation
- October 25, 2019 October 25, 2019
- 13:00
> Investments
Mark Yamada
ETF assets pass tipping point in U.S.
Prepare for an assault on market dominance
- November 29, 2019 December 5, 2019
- 12:00
Compounding is a double-edged sword
Breaking down various fee scenarios
- October 30, 2019 October 30, 2019
- 13:43
Is corporate social responsibility just a marketing ploy?
What gets measured, gets attention
- June 13, 2019 June 10, 2019
- 14:00
> Tax & Estate Planning
Curtis Davis
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
RRSP vs. TFSA: a classic apples and oranges comparison
Identifying clients’ goals will clarify the choice
- August 12, 2019 August 22, 2019
- 15:00
Eligible dividends and the OAS clawback
Interest income versus the dividend tax credit
- May 24, 2019 June 11, 2019
- 09:00
> Investments
Al and Mark Rosen
Reverse factoring is the latest accounting pitfall
Lack of regulations means anything goes
- November 29, 2019 November 27, 2019
- 12:00
Interpreting short-seller reports
Why advisors should use their intuition
- October 25, 2019 October 25, 2019
- 13:00
Composition of Canadian indexes leaves much to be desired
Help clients screen out governance concerns
- July 2, 2019 July 2, 2019
- 14:30
Better investing through fraud awareness
Avoid mistakes by knowing the warning signs
- May 24, 2019 June 11, 2019
- 09:00
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