Most Canadians are familiar with the duties of an estate executor. But what are the duties of the trustee? And what happens if the trustee doesn’t perform them properly? Different roles; same people Anthea Law, partner at Vogel LLP in Calgary, says that, legally, an executor of an estate is distinct and different from a […]

By James Dolan |October 7, 2016

3 min read

Commute this pension or not?

Client profile Georgi Balev*, 50, just got laid off. He was a senior manager at a major engineering firm in Ottawa, Ont., where he had worked for the past 26 years. His total annual compensation, including bonus, was about $300,000. His dilemma: Does he wait until age 65 to start drawing his defined-benefit pension, or […]

By Staff |October 7, 2016

7 min read

Tax

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Commute this pension or not?

Principal Residence Exemption: What’s changed, what hasn’t

The true withholding tax for U.S. retirement accounts

Can clients ditch U.S. citizenship retroactively?

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