Tax

Taking on the CRA

Once in a while, it’s refreshing to see a financial advisor take on the Canada Revenue Agency over business expenses and ultimately succeed — in getting at least some originally disallowed expenses permitted.

September 1, 2010

3 min read

Passing the baton

Many Canadians have built their wealth by operating a small business. Now, with an aging workforce and an economy on the upswing, many owners are weighing the benefits of selling their business to a third party or of transitioning it to a family member.

By Anthony Maiorino |September 1, 2010

6 min read

Joint accounts and survivorship rights

It’s a commonly used financial device between spouses

By Daniel J. Dochylo |September 1, 2010

6 min read

The untapped potential of education savings

Any parent with children heading off to university knows that post-secondary education is an expensive business. This fall, students attending a first year arts program at a typical Canadian university can expect to pay upwards of $10,000 for tuition, fees, room and board. Now, take that first year cost, factor in inflation, multiply by four, […]

By Michelle Munro |August 27, 2010

6 min read