Time for advisors to rethink ‘retirement’
The traditional idea is increasingly outdated
Top Stories in Columnists
Inflation and the 60/40 portfolio
Some good news — but mostly bad
- By: Mark Yamada
- November 7, 2022 November 4, 2022
- 10:30
Inflation will affect tax brackets
Indexing helps your clients’ after-tax income keep pace
- By: Curtis Davis
- November 7, 2022 November 4, 2022
- 10:30
Should advisors buy shares with inferior voting rights?
Better to focus on whether a company is evolving or stagnating
- By: Mark Rosen
- November 7, 2022 November 4, 2022
- 10:30
Help clients claim tax credits for charitable donations
A sample scenario illustrates the savings
- By: Keith Masterman
- September 14, 2022 September 19, 2022
- 15:58
What happens to non-residents’ RRSPs and RRIFs when they die?
A client scenario illustrates whether withholding taxes apply
- By: Wilmot George
- August 15, 2022 August 15, 2022
- 16:33
Estate planning with trusts
Help your client benefit from these important tools
- By: Jacqueline Power
- August 12, 2022 November 22, 2022
- 13:56
Consider inflation when deciding when to begin CPP
The higher the inflation rate, the bigger the benefit of waiting
- By: Lea Koiv
- June 28, 2022 June 22, 2022
- 09:00
An inconvenient truth about ESG investing
Widespread awareness has not translated into widespread impact
- By: Mark Yamada
- May 9, 2022 May 9, 2022
- 10:00
CRA can use ‘arbitrary assessments’ to fill a filing void
A Tax Court case offers a warning about missing corporate returns
- By: Jamie Golombek
- May 9, 2022 May 5, 2022
- 10:00
Do corporate spinoffs reward shareholders?
Creating value by shrinking
- By: Al and Mark Rosen
- May 9, 2022 May 16, 2022
- 10:00
Programs and incentives to help first-time homebuyers
These initiatives can help clients enter the housing market
- By: Jacqueline Power
- March 31, 2022 March 31, 2022
- 14:32
Love and taxes, Part II: Tax and estate planning for two spouses
Tax rules offer flexibility when a client has both a spouse and a common-law partner
- By: Wilmot George
- March 30, 2022 March 30, 2022
- 11:35
Five steps to growing family wealth for the long term: Part 2
The last two steps of the process
- By: Chris Delaney
- October 9, 2018 September 26, 2018
- 13:00
Five steps to growing family wealth for the long term: Part 1
Consciously deciding to sustain family wealth for the long term is atypical
- By: Chris Delaney
- October 2, 2018 September 26, 2018
- 13:00