Inflation lessons from history
It’s time to stress-test client portfolios
- By: Jim Otar
- December 17, 2021 June 30, 2023
- 11:17
Top Stories in Columnists
Love and taxes: What the CRA needs to know about your intimate relationships
Completing the T1’s marital status isn’t always straightforward
- By: Wilmot George
- November 30, 2021 July 11, 2023
- 16:33
Help your client with tax-efficient charitable giving
Use these tips to make the most of a donation tax credit
- By: Jacqueline Power
- November 23, 2021 June 26, 2023
- 16:18
Help your client plan for income when a spouse dies
A sample case illustrates the impacts for the surviving spouse
- By: Keith Masterman
- November 22, 2021 June 30, 2023
- 14:11
An unlikely confession about commuting
The loss of that loathsome ritual may be contributing to stress
- By: Mark Burgess
- November 2, 2021 November 2, 2021
- 12:30
Tax-efficient drawdowns of RESPs
Help this client and her daughter maximize their savings account
- By: Curtis Davis
- November 2, 2021 June 24, 2023
- 12:30
Does KYC risk assessment impede investor outcomes?
Investors cannot be solely deemed conservative, moderate or aggressive
- By: Mark Yamada
- November 2, 2021 November 2, 2021
- 12:30
Heed the warning signs of stock market frauds
Use the fraud triangle to root out problem investments
- By: Al and Mark Rosen
- November 2, 2021 November 2, 2021
- 12:30
The case for boring in a bull market of DIY geniuses
How to keep clients from psyching themselves out
- By: Al and Mark Rosen
- October 4, 2021 October 4, 2021
- 17:37
A Tax Court lesson in saving receipts
Expense claims are possible without receipts, but it’s an uphill battle
- By: Jamie Golombek
- October 4, 2021 June 30, 2023
- 16:30
Advisors should get ahead of the ESG backlash
Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.
- By: Mark Burgess
- October 4, 2021 October 4, 2021
- 16:30
SPACs: Blind investing or investing blind?
Why blank cheque companies may not be right for your clients
- By: Mark Yamada
- October 4, 2021 October 4, 2021
- 16:30