Tax

Tax-loss harvest using ETFs

Clients only have until Monday, December 24 to tax-loss harvest.

By Staff |December 19, 2012

1 min read

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

December 19, 2012

2 min read

When to talk philanthropy

You help clients build wealth. Now, help them give it away

By Christopher Mason |December 19, 2012

7 min read

Prepare clients for OAS and tax changes

There’s a bigger issue behind the new OAS rules than rising life expectancy of Canadians.

By Vikram Barhat |December 17, 2012

4 min read