News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Lessons learned from the mishandling of miner Paul Penna’s multi-million dollar bequest
By Melissa Campeau |August 20, 2012
4 min read
Splitting income inside a trust trims tax for your beneficiaries
August 13, 2012
2 min read
Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.
By Philip Porado |July 20, 2012
Industry
Creating a will—while important for any client—is particularly critical for business owners. And more than one-third of Canadian small business owners are actively putting a succession plan in place, says a BMO study released today, which is a significant increase from the 15% who reported having a plan in 2010. Read: Small businesses lag on […]
By Staff |July 19, 2012
Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate
By James Dolan |July 17, 2012
How to duck a knockout blow to your estate
By Ian Harvey |July 13, 2012
6 min read
Your clients are living longer. And, as a result, are more likely to face complex health issues. While they may have a will, it’s crucial to remind them that it won’t cover potential incapacity and all health issues. Read: Don’t assume your client has a will The number of seniors aged 65 and over increased […]
By Staff |June 25, 2012
The majority of Canadians (78%) have no experience managing an estate, finds a CIBC poll.
By Staff |June 22, 2012
One third (31%) of Canadians between the ages of 45 and 64 don't have a will, according to a CIBC poll conducted by Harris/Decima. And of those who do, the majority (44%) hasn’t updated it in more than five years.
May 9, 2012
3 min read
Should parents let children know they’re in the will?
By Elaine Blades |March 1, 2012
7 min read
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