Top financial terms of 2015

By Staff | December 4, 2015 | Last updated on December 4, 2015
1 min read

To end the year we’re bringing you our top 3 financial terms of 2015. Beginning this week, and running through the week of December 21, we’ll post a package of material including coverage and analysis of some of the most important issues of the year.

To kick off the countdown, we give you our second runner up: Trusts.

It’s been a tough year for trusts. We’ve spilled a lot of ink here at to get you up to speed on all the trust-related goodies the government’s been taking away. The rundown:

Make sure clients understand Graduated Rate Estates

Ottawa overhauls trust rules

New complications for trust planning

New trust rules impact U.S. citizens in Canada

Last chance for trust planning in 2015

Are Alberta trusts still worth it?

Help clients understand Qualified Disability Trusts

The trouble with new spousal trust rules

Provincial trust residency tested

A new formula for tax-efficient philanthropy

Tax planning with non-resident trusts staff


The staff of have been covering news for financial advisors since 1998.