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July 2018

Advisor's Edge

Beneficiaries have a right to understand the bequest they may be entitled to

The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes

Preventing estate problems when a client lives in multiple jurisdictions

Mistake or sage manoeuvre?

Client who might live to 100 has questions

Evaluating risk to achieve a goal

Considerations when choosing your better half

Get ahead of the intergenerational wealth transfer by adding clients’ kids and grandkids to your book

What to expect in a capacity assessment

Equity managers at a French asset management company found a novel way to communicate ESG factors

A Court of Appeal for Ontario ruling earlier this year made it easier to establish liability in insider trading cases

How to claim the child care expense deduction

Inadequate financial literacy can lead to a lack of financial confidence