Tax

How to fix TFSA overcontributions

The options for dealing with excess TFSA amounts.

By Wilmot George |September 16, 2016

5 min read

Ethical wills: a client’s most valuable legacy?

These documents will likely become more common.

By Margaret O’Sullivan |September 13, 2016

2 min read

Be careful with RESPs for U.S. persons

What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?

By Frank Di Pietro |September 13, 2016

5 min read

Tell clients about these insurance changes before year-end

There are only a few months left

By David Wm. Brown |September 9, 2016

2 min read