Articles
Financial Planning
Delaying Your CPP Benefits is a Smart Move
Protect Your Portfolio Against the Second Wave
New Tightened CMHC Lending Rules for Home Buyers
The Economic Impact of the COVID-19 Pandemic
Should you Pay Tax on the Furniture and Jewellery You Sold?
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
There is Life after Bankruptcy
Men are from Mars, Women Make Better Investors
Top 10 Mistakes that Can Destroy Your Wealth
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
A Life Insurance Strategy that Frees Up Cash for Other Investments
Minimize Taxes by Charitable Donations and Bequests
Notable 2021 Federal Budget Measures
Business Owners can Maximize Charitable Giving by Using a Holding Company
New Tax Measures in the Fall Economic Update
Donate Securities in Kind and Reap the Tax Benefits
Reduce Taxes by Investing in Corporate Class
Flow-Through Share Donation: A Powerful Way to Multiply Your Charitable Donations
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
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
The Best Time to Start Your Old-Age Security Pension
Should You Use a Corporate Executor for Your Will?
Retirement Shock: Coping with the Unexpected
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)
