Columnists

Mark Rosen

Investments

A man examines a digital document using a magnifying glass

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Some energy firms are quietly separating their ESG businesses

Investors should still stick with transition-focused investments

September 15, 2023

3 min read

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

June 20, 2023

3 min read

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

3 min read

Curtis Davis

Tax & Estate

Canadian and American flags in the mountains

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

Wilmot George

Tax & Estate

Decorative pattern

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

October 10, 2023

6 min read

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

April 26, 2023

5 min read

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

January 6, 2023

4 min read

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

A client scenario illustrates whether withholding taxes apply

August 15, 2022

4 min read

Ben Felix

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

November 28, 2023

4 min read

Catherine Hung

Tax & Estate

Beware of tainting GRE status

Warn executors about paying for estate expenses out of pocket

January 17, 2024

4 min read

Avoid double taxation on wealth transfers to the next generation

Clients should think twice before selling assets at a discounted price

October 26, 2023

4 min read

Bare trusts: Is your client prepared for increased tax filings?

Failure to comply with new tax rules could result in penalties

July 31, 2023

5 min read

Coreen Sol

Unravelling confirmation bias

Use these tools to challenge your existing views

December 15, 2023

2 min read

Why less is more when it comes to investment decisions

Establishing clear values and objectives can help prevent mistakes

October 25, 2023

3 min read

Matt Trotta

Tax & Estate

RRSPs and estate administration

November 15, 2023|6 min read

RESPs and blended families

August 30, 2023|5 min read

Kevin Wark

Insurance

AMT and life insurance planning

October 18, 2023|4 min read

Corporate-owned life insurance as a charitable gift

June 2, 2023|5 min read

Sam Sivarajan

Planning and Advice

Understanding clients means helping them feel in control

December 20, 2023|3 min read

How our five brains affect financial advice

October 23, 2023|3 min read

Jon Hreljac

Tax & Estate

Buyer beware: Foreign income in a corporation

January 28, 2022|3 min read

Rebecca Hett

Tax & Estate

In-trust-for accounts and taxation

December 9, 2021|5 min read

What the disability tax credit means for eligible Canadians and their families

May 14, 2021|5 min read

Rick Goossen

Managing relationships with business owners during the pandemic

July 30, 2020|3 min read

Charmaine Ko

Tax & Estate

What U.S. citizens should know before purchasing Canadian life insurance

June 4, 2020|3 min read

The perils of owning U.S. life insurance

May 29, 2020|3 min read

Jim Witty

Tax & Estate

How small businesses without employees get shut out of benefits

May 7, 2020|3 min read

How passive income is calculated for CCPCs

October 12, 2018|5 min read

Vivek Bansal

Tax Strategies

New trust reporting rules include in-trust accounts, jointly owned assets

December 13, 2023|3 min read

Taxation of employee stock options

June 6, 2023|5 min read

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