Advisor to Client

Will new trust rules impact you? Fallback Image Decorative pattern

Tax

Will new trust rules impact you?

An alter ego trust (AET) can be useful for Canadian residents 65 or older who want to avoid probate tax on transfer of assets.

By David A. Altro and Heela Donsky |April 3, 2015

3 min read

Have U.S. property? Manage currency risk Fallback Image Decorative pattern

Investing

Have U.S. property? Manage currency risk

A look at three options: hold, rent or sell.

By Suzanne Sharma |April 3, 2015

4 min read

How to remove an executor Fallback Image Decorative pattern

Financial Planning

How to remove an executor

We detail the criteria to remove an executor, and the likelihood of the beneficiary’s efforts succeeding.

By James Dolan |April 3, 2015

3 min read

Income sources for students Fallback Image Decorative pattern

Financial Planning

Income sources for students

Good investments aren’t the only way to generate money for university or college. There are alternate ways to earn income, such as through government grants, tax breaks and bursaries.

By Lisa MacColl |April 2, 2015

3 min read