Home Suzanne Sharma

Clients who need access to cash will come to you for solutions

  • May 6, 2016 September 10, 2018
  • 00:07

One way to tap into a property's equity

  • May 6, 2016 September 10, 2018
  • 00:01

Cashing out life insurance can have unintended tax consequences, so get informed before making a move

  • May 6, 2016 August 1, 2018
  • 00:00

How to tap into a property's debt equity

  • May 6, 2016 August 1, 2018
  • 00:00

Portfolio construction and execution were featured in a panel discussion on Day Two of the ETF Forum in Toronto on April 20. Advisor was there live-tweeting the details; join us on Twitter for more live updates today, or click on #ETFforum to see all the tweets from the conference. If you missed the panel, don’t […]

  • April 20, 2016 August 21, 2018
  • 16:22

It took me almost a decade to pay off my student loans. Three years after graduation, I finally secured a stable, full-time job. By then, the added responsibilities of rent, bills and other expenses meant that I couldn’t pay my two loans off as quickly as I’d hoped. Still, I only owed $15,000. Most students […]

  • April 8, 2016 August 21, 2018
  • 00:10

Carlie Weinreb has been doing taxes since she was just four years old. And she has some advice for you.

  • April 1, 2016 August 21, 2018
  • 08:30

The amendments don’t change much for top earners—if they earn more than $200,000, they’ll still be taxed at the 33% rate, say experts.

  • March 23, 2016 August 21, 2018
  • 16:25

Budget 2016 included some changes to CPP, the OAS allowance, and Employment Insurance. Here’s what you need to know.

  • March 23, 2016 August 21, 2018
  • 11:55

Advisors can breathe a sigh of relief: no change to the capital gains rate in the federal budget.

  • March 22, 2016 December 6, 2022
  • 16:17