News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Helping executors decide how much to keep aside for complicated estates
By James Dolan |March 25, 2019
4 min read
A gigantic family comes with gigantic considerations
By Suzanne Yar Khan |February 25, 2019
9 min read
Providing executors with peace of mind
By James Dolan |February 25, 2019
3 min read
Steps to limit tax in other jurisdictions
By Margaret O’Sullivan |February 25, 2019
Estate Planning
A breakdown of options for capital property
By Curtis Davis |January 29, 2019
Some of the most common T3 challenges executors should watch for
By James Dolan |March 16, 2018
Tax News
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
By Max Reed |February 20, 2018
6 min read
What is the T3, and how does an executor file it properly?
By James Dolan |February 17, 2018
More than half of Canadians (51%) say they have no last will and testament in place
By Staff |January 23, 2018
1 min read
Industry
What to consider regarding the use of LBTs
By David Truong |January 9, 2018
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