News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
Curtis Davis, FCSI, CFP, TEP, is director for tax, retirement and estate planning services, retail markets at Manulife Investment Management.
Estate Planning
Make sure cross-border clients know the rules and avoid a tax surprise
By Curtis Davis |December 5, 2023
1 min read
Tax News
Case study explains the consequences
By Curtis Davis |September 27, 2023
Advisor's Edge
Tax tips when tapping the Bank of Mom and Dad
By Curtis Davis |March 31, 2023
Indexing helps your clients’ after-tax income keep pace
By Curtis Davis |November 7, 2022
Tax Strategies
Help clients turn investment losses into a tax win
By Curtis Davis |November 3, 2022
Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies
By Curtis Davis |May 9, 2022
Make sure clients don’t run afoul of the attribution rules
By Curtis Davis |March 14, 2022
Now is the time to review plans jolted by the pandemic
By Curtis Davis |February 4, 2022
Help this client and her daughter maximize their savings account
By Curtis Davis |November 2, 2021
Students need financial planning, too
By Curtis Davis |October 4, 2021
Knowing the answer can help maximize your client’s wealth
By Curtis Davis |May 11, 2021
Three steps for assessing eligibility
By Curtis Davis |March 12, 2021
Take these steps to help clients manage tax on pandemic benefits
By Curtis Davis |February 5, 2021
CERB, combined with lower deductions, is a recipe for potential tax owing
By Curtis Davis |October 30, 2020
If clients need liquidity, there are options
By Curtis Davis |June 11, 2020
RRIFs, CERB and working from home have tax implications
By Curtis Davis |April 14, 2020
Breaking down pension adjustments and other challenges
By Curtis Davis |February 20, 2020
A TOSI case study
By Curtis Davis |February 7, 2020
How passive income rules factor in to the decision
By Curtis Davis |November 29, 2019
New considerations for incorporated small business owners
By Curtis Davis |October 25, 2019
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
December 9, 2021|5 min read
May 14, 2021|5 min read
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