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Investments

Mark Yamada

stock trading app

Investors are finding gaps between perception and reality

GameStop, and the real challenge for capital markets

  • March 12, 2021 March 12, 2021
  • 09:00

Returns, risk management and free lunches

The cost of diversification in a low-rate environment

  • February 5, 2021 February 2, 2021
  • 10:00

The precariousness of low interest rates: Part 2

Why own bonds? It’s about the sign change

  • October 30, 2020 November 3, 2020
  • 09:00

Modern monetary theory and pandemic debt

Will MMT unlock economic potential or lead to global meltdown?

  • August 14, 2020 August 14, 2020
  • 14:30
Tax & Estate Planning

Jamie Golombek

tax season

Helping clients through a challenging tax season

Tips for the month ahead

  • March 12, 2021 March 12, 2021
  • 09:00

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

  • February 5, 2021 February 3, 2021
  • 10:00

Court case shows how much can go wrong with T5008 slip

A taxpayer was told he owed $4.1 million in taxes

  • June 12, 2020 June 22, 2020
  • 09:00

Prescribed rate scheduled to drop for Q3

The lower rate creates opportunities for income splitting

  • May 1, 2020 May 12, 2020
  • 11:54
Tax & Estate Planning

Curtis Davis

paper plane

Help clients transfer global pensions to Canada

Three steps for assessing eligibility

  • March 12, 2021 March 12, 2021
  • 09:00

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

  • February 5, 2021 February 2, 2021
  • 10:00

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

  • October 30, 2020 November 3, 2020
  • 09:00

How to unlock a life income fund

If clients need liquidity, there are options

  • June 11, 2020 June 5, 2020
  • 12:00
Tax & Estate Planning

Jacqueline Power

Businessman falling into a financial safety net. Business concept cartoon illustration.

Severance planning: What your client should consider

Use these tips for discussions and decision-making

  • March 2, 2021 March 1, 2021
  • 14:00

What clients should know about CERB

Rules govern coordination with other benefits, repayment

  • June 18, 2020 June 18, 2020
  • 15:15

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

  • March 3, 2020 March 5, 2020
  • 14:15

Planning for blended families using trusts

Complex families can have complex needs

  • October 16, 2019 October 16, 2019
  • 13:00
Tax & Estate Planning

Rebecca Hett

Young business woman working at desk typing on a laptop in office and drinking coffee.

How to deduct home office expenses

Here’s what your clients need to know for the 2020 tax year

  • February 4, 2021 February 4, 2021
  • 16:30

Transferring a 401(k) or IRA to Canada

Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans

  • November 26, 2020 December 21, 2020
  • 14:04

Potential tax implications of the U.S. election

The impact of tax policy extends north of the border

  • October 30, 2020 October 30, 2020
  • 08:32

Help for the social-cause sector during Covid-19

These organizations’ structures dictate CRA compliance and pandemic support

  • June 12, 2020 June 12, 2020
  • 15:00