News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
Rebecca Hett, CPA, CGA, TEP, is vice-president, Tax, Retirement and Estate Planning at CI Global Asset Management.
Estate Planning
Factors to consider when setting aside funds for minors
By Rebecca Hett | December 9, 2021
5 min read
Tax News
Qualification is a gateway to additional tax savings
By Rebecca Hett | May 14, 2021
Here’s what your clients need to know for the 2020 tax year
By Rebecca Hett | February 4, 2021
4 min read
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
By Rebecca Hett | November 26, 2020
7 min read
The impact of tax policy extends north of the border
By Rebecca Hett | October 30, 2020
These organizations’ structures dictate CRA compliance and pandemic support
By Rebecca Hett | June 12, 2020
3 min read
Be aware of the rules and considerations for a tax-deferred property transfer
By Rebecca Hett | February 6, 2020
2 min read
Find out the criteria for determining qualified farm property
By Rebecca Hett | January 31, 2020
Avoid these pitfalls to access the lifetime capital gains exemption
By Rebecca Hett | January 30, 2020
Settling different types of property
By Rebecca Hett | April 10, 2019
6 min read
Dividing assets and navigating tax credits
By Rebecca Hett | April 3, 2019
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
June 6, 2023|5 min read
August 23, 2022|4 min read
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