Trusts

Estate Planning

Plan for family members with special needs

Clients with disabled family members often provide for their care in estate plans

By Margaret O’Sullivan |November 5, 2013

3 min read

Estate Planning

How best to use testamentary trusts

The government may erase the tax benefits of the trusts.

October 31, 2013

2 min read

Estate Planning

Appointing guardians for adults

How the process works

By Margaret O’Sullivan |October 28, 2013

3 min read

Planning and Advice

5 ways to help new Canadians

New Canadians are the fastest-growing segment in the country.

By Simon Parmar |September 16, 2013

3 min read

Estate Planning

When the prime minister’s your client

Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.

By Dean DiSpalatro |September 6, 2013

3 min read

Industry

Help aboriginal communities manage wealth

There’s new wealth being created within aboriginal communities across Canada thanks to specific claim settlements, resource sharing, and gaming revenues.

By Suzanne Sharma |June 21, 2013

4 min read