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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
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Tax & Estate Planning

Keith Masterman

House building and city construction concept evening outdoor urban view of modern real estate homes

Time-sharing versus fractional ownership

Help your client choose a vacation property with these tips

  • December 18, 2019 December 17, 2019
  • 14:00

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

  • August 19, 2019 August 19, 2019
  • 14:50

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

  • May 10, 2019 May 7, 2019
  • 14:00

Tax planning when your client receives severance

The tax implications depend on how severance is characterized

  • January 15, 2019 June 27, 2019
  • 16:21
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Tax & Estate Planning

Jamie Golombek

Is a Holding Company Right for Your Client?

Breaking down the tax implications.

  • December 10, 2019 December 18, 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
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Investments

Mark Yamada

wall street, new york city

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 value investing broken?

Patience has a price

  • September 20, 2019 September 20, 2019
  • 15:00

Is corporate social responsibility just a marketing ploy?

What gets measured, gets attention

  • June 13, 2019 June 10, 2019
  • 14:00
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Tax & Estate Planning

Curtis Davis

Craftsman Browsing Laptop Connection Technology Concept

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