Succession

Multiple taxation on death: the taxpayer’s nightmare Multiple taxation on death: the taxpayer’s nightmare

Advisor's Edge

Multiple taxation on death: the taxpayer’s nightmare

Steps to limit tax in other jurisdictions

By Margaret O’Sullivan |February 25, 2019

3 min read

Should you switch to fee-based before retiring? Should you switch to fee-based before retiring?

Advisor's Edge

Should you switch to fee-based before retiring?

Advice for advisors selling their books

February 22, 2019

9 min read

How are you preparing for succession? Fallback Image Decorative pattern

Planning and Advice

How are you preparing for succession?

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

November 14, 2017

2 min read

How to plan for cottage succession Fallback Image Decorative pattern

Estate Planning

How to plan for cottage succession

Options for ownership

By Margaret O’Sullivan |October 20, 2017

6 min read