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Tax & Estate Planning

Wilmot George

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

  • October 10, 2023 October 10, 2023
  • 15:34

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

  • April 26, 2023 July 11, 2023
  • 17:31

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

  • January 6, 2023 July 11, 2023
  • 13:43

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

  • August 15, 2022 July 11, 2023
  • 16:33
Tax & Estate Planning

Curtis Davis

The cost of TFSA contributions for non-residents

Case study explains the consequences

  • September 27, 2023 October 5, 2023
  • 17:27

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

  • March 31, 2023 June 24, 2023
  • 10:00

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

  • November 7, 2022 June 24, 2023
  • 10:30

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

  • November 3, 2022 June 24, 2023
  • 12:17
Mark Rosen
Investments

Mark Rosen

Oil field oil workers at work

Some energy firms are quietly separating their ESG businesses

Investors should still stick with transition-focused investments

  • September 15, 2023 September 15, 2023
  • 16:26

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

  • June 20, 2023 June 15, 2023
  • 06:00

Should advisors ride the coattails of activist investors?

Lack of long-term gains might mean it’s time to exit a stock instead

  • March 31, 2023 March 29, 2023
  • 10:00

Should advisors buy shares with inferior voting rights?

Better to focus on whether a company is evolving or stagnating

  • November 7, 2022 November 4, 2022
  • 10:30
My Practice

Sam Sivarajan

Robot holding a businesswoman

Should advisors be afraid of AI?

There’s still room for human coaching in investing

  • September 11, 2023 September 11, 2023
  • 17:08
Tax & Estate Planning

Matt Trotta

Students sitting on school stairs smiling teens campus college friends

RESPs and blended families

A client scenario illustrates pitfalls to avoid with proper planning

  • August 30, 2023 August 30, 2023
  • 13:52

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

  • June 21, 2023 June 21, 2023
  • 13:00