Tax

Up the risk in TFSAs Fallback Image Decorative pattern

Industry

Up the risk in TFSAs

Tax-savvy investors place securities that yield the highest-taxed income in TFSAs—for instance interest-bearing securities, like bonds.

By Stella Gasparro |July 17, 2013

3 min read

Leaving money to an unborn heir Fallback Image Decorative pattern

Estate Planning

Leaving money to an unborn heir

Karen is a single, 60-year-old retired executive with several million dollars worth of assets. Her twin daughters, Sarah and Leigh, are both pregnant. She wants to make sure her daughters and future grandchildren are taken care of, but is unsure how to leave money to unborn children.

By Lisa MacColl |July 16, 2013

5 min read

Help clients keep windfalls Fallback Image Decorative pattern

Estate Planning

Help clients keep windfalls

Good news. Easy money! Bad news. Easy money!

By Camilla Cornell |July 16, 2013

8 min read

Government extends transition time for character conversions Fallback Image Decorative pattern

Industry

Government extends transition time for character conversions

The government has clarified its position on character conversion transactions.

By Staff |July 15, 2013

2 min read