Advisor to Client

When to use incentive trusts Fallback Image Decorative pattern

Tax

When to use incentive trusts

You want to ensure your estate is transferred in a tax-efficient manner and your wealth transfer does more good than harm.

By Elaine Blades |September 16, 2015

5 min read

2015 Election economic glossary Fallback Image Decorative pattern

Financial Planning

2015 Election economic glossary

Election-speak can sound like gibberish. We’ve cut through the election rhetoric to help you understand what politicians are saying about Canada’s economy.

By Jessica Bruno |September 14, 2015

4 min read

What you need to know to vote Fallback Image Decorative pattern

Financial Planning

What you need to know to vote

Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he or she stands for and how to cast a ballot.

By Jessica Bruno |September 14, 2015

2 min read

Tax problems with U.S. Individual Retirement Accounts Fallback Image Decorative pattern

Tax

Tax problems with U.S. Individual Retirement Accounts

If you're an American who recently moved to Canada, you might have to move your retirement account north of the border too.

By Darren Coleman |September 11, 2015

4 min read