News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financial and emotional stress.
By Tony Maiorino |November 23, 2016
3 min read
Tax News
Cottages are more than a respite from workaday troubles, they're major financial responsibilities.
By Jessica Bruno |June 24, 2016
1 min read
Cottages are more than a respite from workaday troubles; they're major financial responsibilities
Industry
Many Canadians expect to leave vacation property in their wills, but the rapid rise in real estate values could leave them or their heirs with a major tax bill.
By Staff |October 8, 2015
2 min read
Help clients keep cottages in the family while minimizing tax and eliminating headaches. Here's how to use the principal residence exemption to increase tax savings.
By Sarah Cunningham-Scharf |August 12, 2014
While your host has to pay tax, worry about succession planning and budget for maintenance, you just have to show up with a bottle of wine and your bathing suit. Take this quiz to see if you're a good cottage guest.
By Staff |July 19, 2013
Keeping the family cottage in a trust for longer creates a tax nightmare.
By Dean DiSpalatro |June 20, 2013
7 min read
Taxes usually aren’t top of mind when clients buy a recreational property, even though they should be. Here are three ways to share as little as possible with the CRA.
By Yens Pedersen |May 31, 2013
Economic Indicators
Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.
By Staff |May 17, 2013
A cottage is more valuable than you think. Yes, it's a cozy getaway, but it’s also a valuable investment property.
By Suzanne Sharma |May 16, 2013
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