News and resources for Canada's top financial advisors
Florence Marino is Assistant Vice-President, Tax, Retirement and Estate Planning Services, Retail Markets, at Manulife.
On October 21, 2016, final draft legislation was released and now forms the final measures contained in Bill C-29.
By Florence Marino | November 15, 2016
6 min read
What happens when a shareholder does not pay enough for the benefit he received.
By Florence Marino | October 14, 2016
The federal budget proposed measures that impact certain transfers of life insurance policies
By Florence Marino | June 15, 2016
The 2016 federal budget announced changes impacting the Capital Dividend Account (CDA) and the tax consequences of transfers of life insurance policies to a corporation.
By Florence Marino | March 30, 2016
5 min read
In January, the Department of Finance released draft legislation that would fix three key trust-related problems planners have been struggling with.
By Florence Marino | February 26, 2016
3 min read
The Department of Finance is currently considering input from professional bodies in the tax and estate planning community.
By Florence Marino | December 9, 2015
September 12, 2017|2 min read
June 30, 2017|4 min read
November 23, 2015|4 min read
November 16, 2015|4 min read
October 18, 2023|4 min read
June 2, 2023|5 min read
Planning and Advice
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read