Latest columns in Columnists
> Tax & Estate Planning
Nathalie Boutet
Divorce negotiation strategies to protect your clients’ wealth
Advisors can help separating clients by maintaining emotional distance
- December 4, 2018 December 4, 2018
- 15:30
Why couples need a financial plan for a trial separation
Tips for managing expenses, mortgages and shared accounts
- August 3, 2018 September 10, 2018
- 00:00
Helping clients when addiction leads to divorce
Tips for working with experts when family issues interfere with finances
- May 3, 2018 September 4, 2018
- 00:00
How advisors can support healthier divorces
Ideas to help clients going through tough times
- March 7, 2018 September 4, 2018
- 13:57
> Tax & Estate Planning
Margaret O’Sullivan
Mutual wills: proceed with caution
Examining an alternative to trusts
- November 28, 2018 December 4, 2018
- 09:00
Keep estate planning documents safe
A key consideration that’s often overlooked
- September 21, 2018 September 20, 2018
- 12:00
Powers of attorney for the mobile client
Preventing estate problems when a client lives in multiple jurisdictions
- July 13, 2018 September 10, 2018
- 00:00
How U.S. personal tax changes affect estate planning
An overview of major changes impacting Canadians with U.S. connections
- May 8, 2018 September 10, 2018
- 00:00
> Investments
Mark Yamada
Overcome the challenges of decumulation
Why this feat is so difficult
- November 28, 2018 January 17, 2019
- 09:00
The changing definition of risk
When clients don’t meet goals on time
- October 15, 2018 January 17, 2019
- 16:53
Proposed regulations will change how you manage money
Understanding “jam jar” investment management
- September 21, 2018 January 17, 2019
- 12:00
Risk-reward lessons from the boys of summer
Evaluating risk to achieve a goal
- July 13, 2018 September 10, 2018
- 00:00
> News
Mark Burgess
Facing the extinction phase
Adapting process and culture to survive in the age of tech
- November 28, 2018 December 4, 2018
- 09:00
When to pull the goalie
What an unorthodox hockey strategy teaches us about investing and managing clients
- October 15, 2018 October 15, 2018
- 17:20
What we learned talking to clients and advisors across Canada
Summer reading to improve your practice
- June 18, 2018 September 9, 2018
- 00:00
Financial wisdom in unlikely places
Humanizing the methods and challenges of finance
- April 13, 2018 September 7, 2018
- 00:00
> Tax & Estate Planning
Jamie Golombek
Year-end tax tips for business owners
New rules mean taking steps before Dec. 31
- November 28, 2018 December 4, 2018
- 09:00
Avoid unexpected tax on real estate purchases
Buying from a non-resident requires careful planning
- October 15, 2018 October 15, 2018
- 17:14
A warning on interest deductibility
The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes
- July 13, 2018 September 10, 2018
- 00:00
There may be relief for delinquent T1135 filers
New case requires CRA to reconsider penalty for late reporting
- June 18, 2018 September 21, 2018
- 00:00
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