Tax

Try a Smith Manoeuvre to invest inheritance

Todd Stanislawski is a 65-year-old retired math teacher living in Kamloops, B.C. He just inherited $250,000 and isn’t sure if he should invest it, or repay the $200,000 he owes on a home equity line of credit (HELOC).

By Dean DiSpalatro |November 14, 2014

6 min read

Advisor Confidential | Madeline Woodhead

Title: Wealth Advisor, Forrest-Wood Private Wealth Management, ScotiaMcLeod

By Kanupriya Vashisht |November 14, 2014

2 min read

What happens to RRSPs in bankruptcy?

Your client just told you they declared bankruptcy. What will happen to their registered investment accounts?

By Ted Michalos |November 12, 2014

3 min read

Single or married? Why you can’t hide from CRA

New income-splitting rules might make some couples want to fudge their relationship statuses.

November 11, 2014

1 min read