Advisor to Client

Using whole life insurance

Insurance plans must be able to withstand the pressures of time, while delivering what was promised years earlier.

April 17, 2015

3 min read

Filing taxes for busy families

If you're paying off student loans, adopting, or raising a family, don't miss these tax savings.

By Jessica Bruno |April 7, 2015

2 min read

Telling CRA about foreign assets

If you rent out your Florida vacation home, have a Wall Street portfolio, or own other foreign assets worth more than $100,000, CRA wants to know about them.

By Francois Bernier |April 7, 2015

4 min read

Have U.S. property? Manage currency risk

A look at three options: hold, rent or sell.

By Suzanne Sharma |April 3, 2015

4 min read