News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
How to navigate this delicate issue in estate planning
October 7, 2016
5 min read
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
Verbal promises before death can trigger disputes
By Susan Goldberg |October 7, 2016
7 min read
Tax News
Client profile Georgi Balev*, 50, just got laid off. He was a senior manager at a major engineering firm in Ottawa, Ont., where he had worked for the past 26 years. His total annual compensation, including bonus, was about $300,000. His dilemma: Does he wait until age 65 to start drawing his defined-benefit pension, or […]
By Staff |October 7, 2016
Industry
And will the adjustments deter foreign ownership?
By Melissa Shin |October 5, 2016
Cross-border taxes are never easy to understand.
By Melissa Shin |October 4, 2016
4 min read
Whether for ideological reasons or tax complications, many people want to shed their U.S. citizenship.
By Max Reed |September 30, 2016
Economic Indicators
The Canadian Federation of Independent Business is pushing the federal government to have a plan to balance the books and cut taxes in its next budget.
By Staff |September 30, 2016
1 min read
This versatile vehicle turns 60 in 2017.
By Curtis Davis |September 30, 2016
Figuring out whether benefits provided to employees are taxable or not can prove a challenge.
By Michael McKiernan |September 23, 2016
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.