Advisor to Client

Reap the tax benefits of non-resident trusts

If you’re receiving distributions from a bona fide non-resident trust, you’ll likely have a smaller tax bill than if you were a beneficiary of a Canadian resident trust. Lorne Richter, tax partner at Richter LLP in Montreal, illustrates how the two trust types are usually taxed.

By Dean DiSpalatro |June 27, 2015

3 min read

TFSAs: Not a simple decision

Individual investors usually hold investments with the biggest tax cost in TFSAs.

By James Kraft and Deborah Kraft |June 25, 2015

3 min read

A day in the life of a research house

When they use outside management, fund companies have ways of ensuring the managers with whom they trust investors’ money know what they’re doing

By Evelyn Juan |June 21, 2015

4 min read

Do you need to update your estate plan?

If you answer yes to any of these questions, it might be time to revamp your plan

By Elaine Blades |June 19, 2015

3 min read