News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Most Canadians are familiar with the duties of an estate executor. But what are the duties of the trustee? And what happens if the trustee doesn’t perform them properly? Different roles; same people Anthea Law, partner at Vogel LLP in Calgary, says that, legally, an executor of an estate is distinct and different from a […]
By James Dolan |October 7, 2016
3 min read
Most of us know a few families that resemble The Brady Bunch more than the “traditional” family
By Tony Maiorino |August 3, 2016
5 min read
Tax News
How to use trusts made just for them.
By Jessica Bruno |May 13, 2016
1 min read
Industry
The primary benefit is that the assets within the trust are not subject to estate administration taxes, commonly known as probate fees
By Stephanie Dietz |May 6, 2016
Trusts and total return investing in challenging times
By Margaret O’Sullivan |April 8, 2016
Such appointments aren’t common, even though they can add an extra layer of security for settlors
By Katie Keir |March 18, 2016
6 min read
In January, the Department of Finance released draft legislation that would fix three key trust-related problems planners have been struggling with.
By Florence Marino |February 26, 2016
Good news for clients with trusts: starting this January, they can file 10 more trust forms electronically using CRA's Internet File Transfer service.
By Staff |January 28, 2016
The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.
By Dean DiSpalatro |January 22, 2016
It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.
By Staff |December 21, 2015
2 min read
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