News and resources for Canada's top financial advisors
Tax & Estate
Projections are essential for planning but they rely on the quality of the variables used
August 4, 2021
3 min read
This example highlights tax and planning considerations
January 30, 2018
What to consider regarding the use of LBTs
January 9, 2018
Approximately $400 billion of wealth and assets will be passed down
March 10, 2017
4 min read
If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.
November 30, 2016
Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financial and emotional stress.
November 23, 2016
Finance says Canadians who hold passive investments in private corporations get an unfair tax advantage. That view is problematic
September 29, 2017
10 min read
Consequences of Finance's proposed tax measures
August 29, 2017
12 min read
Case study shows how your client might pay more tax
August 8, 2017
7 min read
On October 21, 2016, final draft legislation was released and now forms the final measures contained in Bill C-29.
November 15, 2016
6 min read
What happens when a shareholder does not pay enough for the benefit he received.
October 14, 2016
The federal budget proposed measures that impact certain transfers of life insurance policies
June 15, 2016
Creating value by shrinking
May 9, 2022
Claims of novel technology are at the centre of many collapses
March 14, 2022
When does accounting become important?
February 4, 2022
In this article, we’ll look at two key disadvantages of incorporating and address a series of other considerations that come into play when deciding whether or not to incorporate.
November 23, 2015
In this first part of a two-part series, we’ll let’s look at the advantages of incorporating.
November 16, 2015
Whether they’re established entrepreneurs or just starting out, it’s important that your business-owner clients regularly review their creditor protection strategies.
October 15, 2015
Subtle changes mean clients may want to act soon
May 4, 2020
Tips to avoid cross-border complications
June 13, 2019
The story behind global intangible low-taxed income
February 23, 2018
5 min read
We had such a positive response to our last article that we thought we’d do a follow up with more practical tips.
June 16, 2016
We recently attended a two-day coaching course on the challenge of knowing and pricing your value. Here’s what we learned.
April 18, 2016
In some ways, referrals are the best way to build a business because prospects already have a good feeling about you. Here are two strategies to boost referrals.
December 1, 2015
Clients in four provinces have access to this niche repayment option.
December 12, 2016
Many clients know all about the benefits and perils of borrowing money, but it’s likely they’re less prepared to be lenders.
September 21, 2016
There may come a time when one of your clients calls to say, “I’ve gotten myself into a financial mess and I think I need to file for bankruptcy.”
June 1, 2016
Here are a couple of companies that pass our criteria, one that doesn’t, and another that is unavailable publicly.
September 23, 2015
Three companies that could serve portfolios well.
August 4, 2015
Investing in the auto sector, while enticing, must be done with caution, given the ebbs and flows of both vehicle sales and consumer tastes. Let’s examine some names.
April 28, 2015
Is the latest ETF craze too good to be true?
April 5, 2023
Some good news — but mostly bad
November 7, 2022
Widespread awareness has not translated into widespread impact
It’s time to stress-test client portfolios
December 17, 2021
A panoramic view of the next 75 years
May 14, 2021
9 min read
Don’t underestimate the behavioural element
July 16, 2020