Financial Planning

5 tips to set up an accurate trust account

If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.

By Caroline Cakebread |January 9, 2015

2 min read

The right way to build a family trust

Planning benefits should trump tax savings when you build a family trust. But that doesn’t stop some people from placing assets into trusts expressly to trim their tax bills.

By Melissa Shin |January 6, 2015

3 min read

Snowbirding 101

Many Canadians dream of no more cold; no more grey; no more bundling up in boots, scarves and gloves. No more wishing and hoping spring could get here sooner.

By James Dolan |January 2, 2015

4 min read

Buying U.S. vacation property

As pleasant as the dream of ownership sounds, the reality of buying property in the U.S. is a little more complicated, particularly for non-citizens.

By James Dolan |January 2, 2015

6 min read