Advisor to Client

When CRA gets it wrong Fallback Image Decorative pattern

Tax

When CRA gets it wrong

We expect fair treatment in a dispute with CRA. But, proving CRA didn’t live up to its duties doesn’t guarantee success in court.

March 11, 2015

3 min read

Consider closed-end funds Fallback Image Decorative pattern

Investing

Consider closed-end funds

If you’re looking for income, consider closed-end funds (CEFs), which can provide lower-risk cash flow.

By Dean DiSpalatro |March 11, 2015

3 min read

Prepare for tax changes to your life insurance Fallback Image Decorative pattern

Risk Management

Prepare for tax changes to your life insurance

New rules beginning January 1, 2017, will impact the taxation of Canadian life insurance policies.

By John McKay |March 9, 2015

2 min read

Will global markets outpace the U.S.? Fallback Image Decorative pattern

Investing

Will global markets outpace the U.S.?

Recent years have seen U.S. stock prices increase significantly.

By Sarah Cunningham-Scharf |March 5, 2015

2 min read