News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Pros and cons of transferring company shares.
By Caroline Rheaume |September 25, 2012
3 min read
Tax News
Newcomers establishing businesses in Canada must be aware of tax implications both here and back home. Help them address their concerns about high taxes and immigration risks.
By Lorne Saltman |September 21, 2012
4 min read
Executors should tell charities about any gifts or bequests.
By Daniel J. Dochylo |September 18, 2012
8 min read
Splitting income inside a trust trims tax for your beneficiaries
August 13, 2012
2 min read
Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets
By Paul Gibney and Brent Pidborochynski |July 19, 2012
Industry
U.S. REITs significantly outperformed the broader equity market in the first half of 2012, says the National Association of Real Estate Investment Trusts (NAREIT), with And all but one sector of the market producing double-digit total returns.
By Staff |July 16, 2012
A trust is a legal relationship in which a person (the settlor) transfers property to another person (the trustee)
May 24, 2012
It's difficult to distinguish an estate from other trusts
By Jamie Golombek |May 18, 2012
So you're not an estate lawyer; that doesn't mean you should steer clear of trusts. These legal structures can be powerful planning tools, allowing clients to reduce taxes, split income, and ensure their final wishes are carried out to the letter.
By Staff |May 16, 2012
The recent decision of the Supreme Court of Canada in the Garron Family Trust establishes rules on trust residence.
By Vikram Barhat |April 13, 2012
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