Advisor to Client

The value of worthless stocks

When a family member dies all property is deemed sold at fair market value. But what if that includes stock certificates from failed companies?

September 3, 2013

1 min read

Tax

Don’t over-contribute to registered plans

The consequences of over-contributing to RRSPs and TFSAs can be costly. Here’s what to do if it happens.

July 24, 2013

3 min read

Timing a business sale

Regardless of the economy, preparation, expertise and realistic expectations remain key

By Melissa Campeau |January 4, 2012

3 min read

Active ETFs: Not an oxymoron

ETFs have gone active. What you need to know.

By Donna Green |November 11, 2011

4 min read