Planning and Advice

Some tax measures in effect as of Jan. 1 come with a caveat

As with the proposed capital gains changes, certain provisions aren’t yet law

By Michelle Schriver |January 2, 2025

3 min read

The best practice management stories of 2024

From do-no-harm oaths to keeping the conversation moving — our 10 favourites

By Staff |December 30, 2024

3 min read

Help your clients prepare for the unexpected

Seven ways to get the most out of a rainy-day fund

By Stephanie Holmes-Winton |December 27, 2024

4 min read

Planning for a child with special needs 

Trusts, insurance, provincial and federal programs need to work together 

By Jonathan Got |December 27, 2024

4 min read