Articles

Financial Planning

Focusing on Bite-sized Goals Helps People Overcome Their Financial Blind Spots

Advisor: How I Became the Head of An Advisory Team

Advisors Expect to Deal With Several Challenges in 2017

Welcome to the Bank of Mon and Dad

Worried about Expensive Back-To-School Shopping?  You’re Not Alone

Impact of Budget 2016 on Your Financial Planning

Managing Clients’ Digital Assets

Seven Investment Advisors Tell us their Biggest Mistakes

A Home of Your Own: 5 Things to Consider

How to Handle a Financial Windfall

Universal Life – A World of Flexibility

Mortgage of Convenience

There is Life after Bankruptcy

Men are from Mars, Women Make Better Investors

Top 10 Mistakes that Can Destroy Your Wealth

CBJ – The 2013 Federal Budget

Future of Canada’s Real Estate Market

How critical is critical illness insurance for your business?

Are lower oil prices here to stay?

Tax Planning

Are You a Strategic or a Sporadic Philanthropist?

Create a Lasting Legacy with Tax Smart Giving

Tax and Estate Planning Benefits of Family Trusts for Business Owners

Six Tax Havens that Draw Canada’s Wealthy

Reduce Your Taxes by Charitable Donations and Bequests

Taxation of Corporate Class Funds has Changed

Maximize Charitable Giving by Using a Holding Company

Insurance can Make Sure Your Loved Ones – Not the Taxman – Get Your Inheritance

Tax Incentives for Donating Art to Charity

Succession Planning for Businesses

Retirement Planning for Business Owners 

Personal Pension Plans: A Powerful Solution for Highly Taxed Business Owners and Incorporated Professionals

Retirement Shock: Coping with the Unexpected

Managing Debt in Retirement

Low-tax Havens Beckon the Wealthiest Retirees

Six Retirement Myths that can set you back

Retirement Planning “Gets Real” When You Turn 50

The New Retirement Savings Landscape in Ontario

Changes to OAS and GIS and their effect on retirement

Why should a corporation own life insurance?

The Effect of European Debt Crisis on Canadian Business (Page 62)

RRSPs and TFSAs – The Building Blocks of a Retirement Plan (Page 52)

The individual pension plan IPP