News and resources for Canada's top financial advisors
Est. 1998
Tax News
Now that Republicans have control of the Senate, things may change.
By Terry F. Ritchie |November 6, 2014
3 min read
Estate Planning
Test your knowledge of wills, trusts and estates.
By Elaine Blades |October 20, 2014
5 min read
Help executors avoid these common errors.
By Elaine Blades |September 8, 2014
6 min read
Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where clients live and what they invest in.
By Stella Gasparro |September 5, 2014
Publicly, Bill and Hillary Clinton have championed an estate tax, notes Bloomberg, on the grounds that it would help keep the country from being controlled by wealthy families. “That doesn’t mean they want to pay it,” notes the report.
By Staff |June 20, 2014
1 min read
Industry
Celebrities may have large bank accounts, but sometimes they fail to put adequate estate plans in place.
More than 1,000 Americans chose to renounce their citizenships between January and March 31, according to the IRS.
By Jessica Bruno |June 19, 2014
2 min read
Clients should simultaneously grow estates and outline wealth transfers
June 16, 2014
7 min read
Many Canadians aged 65 or older want to leave as much of their estate as possible to their family or charitable causes, but only 40% feel "very well prepared" when it comes to making sure that will happen.
By Staff |June 3, 2014
How to get the maximum sale price for a company
By Suzanne Sharma |May 16, 2014
10 min read
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