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Action Idea – When a dependant trumps a named beneficiary

Need to get your client thinking more about her beneficiary designations? Try this tip.

  • November 12, 2014 November 12, 2014
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Plan for extra business costs when expanding

There can be many benefits for an American company to have an employee presence in Canada, but it’s not without its complications.

What it’s like to be a Canadian hockey player in the U.S.

Given the greater number of NHL teams in the U.S. versus Canada, it’s common for Canadian professional hockey players to live and play down south.

Protect your home from divorce

Protecting your home or cottage from divorce can be complicated under provincial laws

  • By: Staff
  • October 14, 2014 August 1, 2018
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Planner: Talking about volatility hedging

Depending on your client’s investment objectives, risk tolerance and timeline, hedging against volatility may be a good strategy.

  • October 7, 2014 October 7, 2014
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Presentation: What’s a reasonable business expense?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on what does, and doesn’t, constitute a…

  • October 6, 2014 October 6, 2014
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Beware whom you make a shareholder

Making a life partner a shareholder has broad implications

Planner: Partnership agreement workshop

Here are some ideas for an event to help connect the dots about partnership agreements.

  • October 1, 2014 October 1, 2014
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Should hockey parents ditch RESPs?

The more elite children get, the higher the fees. But if you’re looking to cut costs, think twice about dropping your RESP payments.

Don’t marry debt

Before getting married or moving in with a common-law partner, have a talk with your significant other about each other's financial situations.

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Tax tips for new homeowners

  • By: 员工
  • September 19, 2014 September 19, 2014
  • 00:00

नए गृहस्वामियों के लिए कर बचत के सुझाव

Tax tips for new homeowners

ਨਵੇਂ ਮਕਾਨ ਮਾਲਕਾਂ ਲਈ ਟੈਕਸ ਨੁਕਤੇ

Tax tips for new homeowners

Planning for executor success

Three tips for choosing an executor.

  • By: Staff
  • September 19, 2014 August 1, 2018
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Tax tips for new homeowners

If you’re house hunting, or recently you've snagged your dream home, you should take advantage of these helpful programs from CRA.

  • By: Staff
  • September 18, 2014 August 1, 2018
  • 00:00

Teach kids financial literacy with basketball

Savvy investors come at any age.

Key shareholder provisions

Buy-sell provisions are the key component to most shareholder agreements.

  • By: Staff
  • September 16, 2014 August 1, 2018
  • 00:00

Shareholder agreements explained

A shareholder agreement is a document used to establish the guidelines that will govern the workings of a company and the relationship between the company…

Estate pitfalls for common-law partners

You may think legally married and common-law spouses enjoy equal treatment under the law. That isn’t always so.

Pre-empting problems with executors

Worried about who will settle your estate? Use this checklist to make the right choice.

  • September 11, 2014 August 1, 2018
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Keep business expenses separate

Many entrepreneurs spend a lot of their own money on their business, which results in mingling personal and business financial assets.

Investing for the long term

Three steps for managing your investments as a 20-something

  • By: Staff
  • September 8, 2014 August 1, 2018
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Checklist: 3 recommendations for young investors

There is a pro and a con to being a young investor. Here's how to handle them both.

  • September 8, 2014 September 8, 2014
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How to climb out of student debt

Students paying their own way through school know too well the struggle to feed yourself while paying for tuition, rent and utilities -- all while…

Handling insurance proceeds

It’s easy for heirs to collect benefits from a life insurance policy. But if you’re an executor, known as an estate trustee in Ontario, you…