Advisor to Client

Alzheimer’s and your finances

Common signs of diminished capacity and tips for advance planning

By Elaine Blades |November 26, 2014

2 min read

Can you take a working tax holiday? Part 1

Working abroad can provide both career building and adventure. But Canadians moving to certain exotic locales can also take a tax holiday.

By Jessica Bruno |November 26, 2014

4 min read

Can you take a working tax holiday? Part 3

In Part 1, we looked at becoming a non-resident to shed Canadian tax obligations. In Part 2, we considered tax and investment implications when you become a non-resident and when you return to Canada. Here, we consider insurance policies for non-residents and the penalties if you file your tax return incorrectly.

By Jessica Bruno |November 26, 2014

3 min read

Planner: Charitable giving options

Here are some ways to help clients connect the dots about different approaches to charitable giving.

November 25, 2014

3 min read