Evelyn Juan

A day in the life of a research house

When they use outside management, fund companies have ways of ensuring the managers with whom they trust investors’ money know what they’re doing

By Evelyn Juan | June 21, 2015

4 min read

Market Insights

How to vet a private investment venture

Investing in a friend’s business involves business and relational risks.

By Evelyn Juan | May 8, 2015

4 min read

Investing

Tips when investing in a friend’s business

Investing in a private venture involves business and relational risks

By Evelyn Juan | May 1, 2015

4 min read

Financial Planning

Manage property claims before marriage

How to manage the legal and financial implications of a relationship when it comes to property.

By Evelyn Juan | April 23, 2015

3 min read

Estate Planning

Protect a home from divorce claims

Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”

By Evelyn Juan | April 10, 2015

4 min read

Tax

Condo investment shouldn’t be a tax nightmare

Jodi and Alex* live in a four-bedroom home in Windsor, Ont., with their two sons, but want to invest in a one-bedroom condo in Toronto.

By Evelyn Juan | March 28, 2015

4 min read

Market Insights

Condo investment shouldn’t be a tax nightmare

You need to know how CRA would view revenues from the condo’s rental income and what would trigger an audit.

By Evelyn Juan | March 6, 2015

5 min read

Planning and Advice

Help entrepreneurs get a loan

How should this advisor help two first-time business owners?

By Evelyn Juan | February 6, 2015

2 min read

Industry

Two Richardson GMP advisors move to RBC

Richardson GMP advisors Mark Farris and Warren Andrukow, whose teams collectively oversaw about $360 million in assets, have jumped to RBC.

By Evelyn Juan | November 17, 2014

2 min read

Estate Planning

Get repaid for funding a child’s education

Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.

By Evelyn Juan | November 14, 2014

4 min read

Industry

Regulator to propose requirements for MFDA advisors

MFDA advisors might soon find themselves subject to higher proficiency standards.

By Evelyn Juan | November 6, 2014

2 min read

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