Tax Strategies

Don’t let courts choose who gets dead clients’ RRIFs

The courts have ordered proceeds to be paid to someone other than the designated beneficiary.

By Keith Masterman |March 18, 2016

6 min read

Avoid superficial loss problems with registered plans

In response to recent market volatility, some investors are considering tax-loss selling. Make sure they heed these two rules.

By Wilmot George |March 15, 2016

4 min read

Are commissions taxable on personal policies?

The short answer is possibly yes.

By Frank Di Pietro |March 4, 2016

2 min read

3 fixes for clients’ trust woes

In January, the Department of Finance released draft legislation that would fix three key trust-related problems planners have been struggling with.

By Florence Marino |February 26, 2016

3 min read