News and resources for Canada's top financial advisors
Make sure business-owner clients have drawn up these documents.
By Mike George | January 15, 2013
6 min read
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
Get started with our 24-point plan
By Mike George | July 18, 2012
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
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
4 min read
By Mike George | August 15, 2011
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
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
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
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 […]
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read