Estate planning with trusts
Help your client benefit from these important tools
- August 12, 2022 August 12, 2022
- 13:56
Help your client benefit from these important tools
Seasoned advisors are on the move
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
Scammers posed as legit Wall Street brokers to dupe investors
Reduced congestion, slowing demand, rising inventories signal price pressure may ease, Fitch Ratings says
Regulators to prep industry for forthcoming conduct regime
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
Department of Finance releases details today that outline the age limit and allow unused contribution room to be carried forward
Total assets down 7.6% from previous quarter, but up 12.2% year over year
Private equity, credit and real estate contributed "modestly" to the losses, the board said
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
Failings that inflict broader reputational harm or signal deeper issues are most likely to impact credit ratings
Participating insurance sales helped drive 32% premium increase in Canada
Low river levels disrupting shipping, energy, production capacity
Record inflows contribute to strong fundraising outlook, the alternative asset manager said
The Liberal government is moving ahead with tax proposals
However, the bank and insurer surtax remains at 1.5% for profits over $100M
False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant
To ease client worries, advisors may need to be responsive in case of emergencies
How these experienced advisors handled unfavourable economic conditions
How will rising rates affect your clients, particularly those with debt?