News and resources for Canada's top financial advisors
Est. 1998
Industry
Longer life spans mean retirees must do more with less.
By Dean DiSpalatro |August 14, 2013
5 min read
Tax News
If you have clients who own a hefty chunk of a listed company in their registered accounts, you'd better get on the phone with them—and a tax expert.
By Staff |August 29, 2011
2 min read
In Canada, when an individual dies, he or she is deemed to have sold their assets just before death – a sale that generally results in tax payable by the deceased’s estate. For non-registered assets such as personally held stocks, bonds, mutual funds and recreational real estate, the tax is generally based on the difference […]
By Wilmot George |June 24, 2010
6 min read
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