Tips from investment experts in 2018: part two

Throughout last year, AdvisorToGo podcasts and articles covered tax news, financial planning, investment trends and more.

Here are the five most popular stories from 2018. Read the rest of the top 10 here.

5. Year-end tax tips for clients

Clients should make the most of income splitting, passive income, donations and more, tax expert Jamie Golombek said.

4. Why the TSX looks attractive

The index looked “pretty attractive” in the spring, despite volatility and dips from early-year highs.

3. Help clients plan for taxes on death

Part one of a two-part series on tax tips and discussion starters.

2. Tips to plan for passive income

If your business-owner clients will be affected by the new passive investment rules, ensure they have effective planning in place.

1. What’s in store for Canada’s condo market

Heading into the summer, understanding housing market activity in Toronto and Vancouver was a must.

These articles are part of the AdvisorToGo program, powered by CIBC. They were written without input from the sponsor.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.