Columnists
Michelle Munro Image

Michelle Munro

Investment fees — what’s deductible?

This article examines when clients can get a tax break on investment fees.

April 5, 2016

5 min read

TFSAs reduce retirement income risk

Retirement is idealized in advertisements as a time of comfort and leisure.

August 26, 2013

6 min read

RRSP essentials and strategies

After 55 years, you would think that the basic idea behind RRSPs would be ingrained in Canadians' minds. Judging by the fact that only a quarter of eligible tax filers made a contribution, they might not even know enough.

February 5, 2013

6 min read

Mark Groulx Image

Mark Groulx

What buyers look for when acquiring a business

Key considerations when advising business-owner clients

September 18, 2019

3 min read

Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

June 11, 2019

4 min read

Managing multiple goals when selling a family business

A case study of a complex process

April 5, 2019

3 min read

David Wm. Brown Image

David Wm. Brown

Opinion: Why insurance advisors should care about small biz tax proposals

Small business is up in arms about the proposals on tax planning using private corporations

September 12, 2017

2 min read

How life insurance can still protect clients, despite tax changes

Adapt to the new normal of life insurance changes

June 30, 2017

4 min read

Tell clients about these insurance changes before year-end

There are only a few months left

September 9, 2016

2 min read

Funda Dilaver Image

Funda Dilaver

Tax consequences when your client leaves Canada

Planning helps reduce the negative impacts

January 7, 2021

6 min read

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