Advisor to Client

5 mistakes to avoid when donating art Fallback Image Decorative pattern

Tax

5 mistakes to avoid when donating art

Donating art is a great way to give back to the community, build your legacy, and maybe save on taxes at the same time.

By Jessica Bruno |November 7, 2014

2 min read

Be smart with stocks Fallback Image Decorative pattern

Investing

Be smart with stocks

Stocks are the basic building blocks of most portfolios. Handling them well is key to a sound financial plan.

By Staff |November 3, 2014

1 min read

Consider alternative asset mixes Fallback Image Decorative pattern

Investing

Consider alternative asset mixes

If the historic low rates have turned you off of guaranteed interest accounts, you’ll be happy to know that there are alternatives, such as investing within a universal life policy.

By Pierre Ghorbanian |October 24, 2014

2 min read

Understanding VRSPs Fallback Image Decorative pattern

Tax

Understanding VRSPs

Quebec’s version, the Voluntary Retirement Saving Plans (VRSP), came into effect July 1, 2014.

By Francois Bernier |October 24, 2014

3 min read