Tax

Set-and-forget investments

Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.

By Caroline Hanna |May 21, 2013

3 min read

Make the most of cottage season

Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.

By Staff |May 17, 2013

2 min read

Use an NPO to hold recreational property

NPOs offer a new solution to an old problem with recreational property.

By Lorne Saltman |May 17, 2013

4 min read

Help special-needs clients have enough for the future

The Problem - Joanne is getting to an age where she can no longer care for her son’s day-to-day needs. The two are living in a bungalow—owned by Joanne, with a tenant—but they have not prepared financially to deal with Jack’s needs when Joanne passes away.

By Doug Watt |May 17, 2013

4 min read