Tax

Get your newlywed clients on the same financial page

As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.

By Chris Susel |June 12, 2013

3 min read

CRA answers taxpayer questions: STEP

Advisor.ca continues to live-tweet from the 15th annual STEP Conference today via @advisorca.

By Staff |June 11, 2013

3 min read

6 tips to fireproof a family business: STEP

In 1988, David Bentall was part of a half-billion-dollar family business. But a falling out between his father and uncle left the family with nothing.

By Suzanne Sharma |June 11, 2013

2 min read

Golombek talks tax-efficient investments at STEP

Advisor.ca is tweeting live from the Society of Trust and Estate Practitioners (STEP) 15th national Canadian conference. Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, gives insight on tax-efficient investments.

By Staff |June 11, 2013

2 min read