Mike George

Estate Planning

All about shareholders’ agreements

Make sure business-owner clients have drawn up these documents.

By Mike George | January 15, 2013

6 min read

Estate Planning

3 ways to create an insurance trust

An insurance trust is a tool that can allow a policy owner to control the timing and use of insurance proceeds following the death of the insured

By Mike George | November 26, 2012

5 min read

Estate Planning

An estate planning checklist

Get started with our 24-point plan

By Mike George | July 18, 2012

5 min read

Estate Planning

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex issues (such as foreign beneficiaries) or multi-faceted relationships (such as blended families).

By Mike George | January 1, 2012

5 min read

Industry

Effective income planning strategies

When people think of income planning, they usually think of retirement. Prior to retirement, Canadians are mainly concerned with paying debt and accumulating retirement assets, so they ignore income-planning opportunities.

By Mike George | November 9, 2011

3 min read

Industry

Effective income strategies, part 2

By Mike George | November 9, 2011

4 min read

Tax News

Income planning tips

By Mike George | August 15, 2011

5 min read

Estate Planning

Help clients keep their cottages

Succession planning for the cottage is complex, especially when it’s to be shared by multiple family members who all have an emotional attachment. For many cottage owners, values have increased so significantly that their children may be forced to sell it just to pay capital gains and probate taxes.

By Mike George | August 1, 2011

7 min read

Tax News

Charitable giving, flow-through shares strategies

March is flow-through share season: the time of year when Canadian resource and exploration companies are most likely to be out raising funds. Charitable-giving strategies using flow-through shares are relatively well known, but strategies using a corporate client’s capital dividend account, or CDA, are underutilized.

By Mike George | March 1, 2011

4 min read

Tax News

Tax savings for the retiree

Your client just finished his or her last day of work and tomorrow begins the new adventure of planning out the retirement years. He or she is now thinking about winter vacations, golf-course memberships, summer trips with grandchildren and possibly even a winter home down south.

By Mike George | November 1, 2010

8 min read

Industry

An informed transition

We spend so much time in the accumulation phase of our lives and careers that sometimes it can be hard to make the switch over to a new way of thinking that goes along with major life changes like the transition to retirement. At this stage of life, though, it’s more important than ever to […]

By Mike George | November 1, 2010

4 min read

1 2 Next →