Advisor to Client

Minimize executor liability

Chances are good that at some point you’ll become an executor for a parent, family member or close friend. But the job’s responsibilities may expose you to significant liability.

By James Dolan |February 17, 2015

3 min read

Give clients tax tips

Make sure you're not giving more to CRA than you have to.

By Staff |February 13, 2015

1 min read

Defer tax before a family trust turns 21

Families often use trusts to pass on wealth, but it’s important to anticipate income-tax liability that can arise when CRA deems assets within those trusts to be disposed of.

By James and Deborah Kraft |February 13, 2015

3 min read

What’s the best way to invest in real estate?

If you're not well versed in the risks and challenges of property ownership — and you're contemplating exposure to real estate — REITs (real estate investment trusts) are a better choice.

By Kanupriya Vashisht |February 12, 2015

4 min read