Matt Trotta – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 30 Aug 2023 20:00:10 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Matt Trotta – Advisor's Edge https://phoenix.advisor.ca 32 32 RESPs and blended families https://phoenix.advisor.ca/columnists_/matt-trotta-columnists_/resps-and-blended-families/ Wed, 30 Aug 2023 17:52:04 +0000 https://www.advisor.ca/?p=230223 A client scenario illustrates pitfalls to avoid with proper planning

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]]> How employee ownership trusts limit estate planning https://phoenix.advisor.ca/tax/estate-planning/how-employee-ownership-trusts-limit-estate-planning/ Wed, 21 Jun 2023 17:00:25 +0000 https://www.advisor.ca/?p=226958 Challenges for business-owner clients include taxable disposition and compliance costs

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