News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
Doug Carroll, JD, LLM (Tax), CFP, TEP, is a tax and estate consultant in Toronto.
Financial Planning
The rules are complex, and so is your decision
By Doug Carroll |November 27, 2023
1 min read
There’s a lot more to think about than projected savings
By Doug Carroll |October 10, 2023
Estate Planning
A trustee’s tax liability has limits, a court case suggests
By Doug Carroll |March 23, 2021
The decumulation game requires a dynamic strategy
By Doug Carroll |January 22, 2021
Tax News
Will the pandemic lead to higher future premiums?
By Doug Carroll |November 13, 2020
Tax Strategies
What Seinfeld can teach us about the value of staying the course
By Doug Carroll |July 2, 2020
The limits of expert systems
By Doug Carroll |June 9, 2020
Planning and Advice
Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know
By Doug Carroll |April 1, 2020
Living Benefits
Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
By Doug Carroll |January 28, 2020
Developing a plan for extracting corporate money
By Doug Carroll |February 5, 2019
Advisor's Edge
A legal case sounds a note of caution for advisors
By Doug Carroll |October 15, 2018
Here’s what we can expect to pay under the new system
By Doug Carroll |September 21, 2018
What the agency says
By Doug Carroll |July 13, 2018
What Ontario’s surtax elimination means
By Doug Carroll |May 11, 2018
A tax expert does the math
By Doug Carroll |February 17, 2018
Where the opportunities and exposure lie
By Doug Carroll |November 24, 2017
This year, crystallize capital transactions by Dec. 27
By Doug Carroll |November 14, 2017
These credits can help ease financial stress
By Doug Carroll |September 22, 2017
How to help dependants, and other tips
Effects on spousal and employee loans
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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