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The fate of TFSAs upon death

In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made

  • By: Leah Golob
  • November 1, 2019 November 6, 2019
  • 00:14

An active approach to passive income

Ontario and New Brunswick chose not to mirror the new small-business deduction rules, but clients outside those provinces need to plan for clawback

Tax gap is an issue of compliance and equality

A unit of the Canada Revenue Agency is devoted to studying and closing the difference between taxes paid and taxes owed

What’s new about the U.S. estate tax

The exemption threshold has doubled, but paperwork is still required

Disability sign, white wheelchair graphic on blue background

Capping DTC promoter fees: Helpful or harmful?

Tax experts share their insights and experiences

  • By: Katie Keir
  • November 1, 2019 November 6, 2019
  • 00:10
Wooden dominos falling

How to leverage life insurance for planning purposes

Immediate financing arrangements allow wealthy clients to preserve cash in a tax-advantaged way

Senate of Parliament Building, Ottawa, Canada

Senate committee examines DAFs

Report urges transparency for donor advised funds, but industry warns against stifling donations

Provincial tax competitiveness chart, Investment Executive, November 2019, p26

The provincial tax picture

There have been cuts this year, but high government debt loads are likely to prevent a tax-cut bonanza

A major purchase

Buying a book of business can be an effective way to increase the size of your practice. But getting it right is no simple task

Coach’s Forum: Getting the most for your business

Many factors can affect the price your practice will command, but the amount of recurring revenue is one of the most important

Sterling Rempel

No signs of slowing

After more than 30 years as an advisor, Sterling Rempel anticipates growth in his Calgary practice

Generation X

Planning without pain

Clients in their 40s and early 50s would rather enjoy life today than plan for tomorrow. Understanding their attitudes and needs can help you point…

Managing your pipeline

Managing your pipeline

To work more efficiently, focus on courting prospective clients who meet your criteria

The role of his life

The role of his life

Kevin Cork was pursuing a career as an actor when he was "bitten by the financial planning bug"

NAS: An alternative to the cloud

A network-attached storage device on your own premises can keep your data safe. But you must configure it properly

Serving elderly and disabled clients

Serving elderly and disabled clients

As the population ages and the proportion of Canadians with a disability increases, an accessible practice is simply good business

What happens to the business?

What happens to the business?

You can play a dual role — both coach and quarterback — to help your business-owner clients create an estate plan

Passing the torch to your children

While you may have a strong motivation to have the kids take over your practice, family successions don't always work out as planned

Keeping cloud-based data secure

Tech Tips: Keeping cloud- based data secure

Cloud services offer convenient storage and seamless workflows — as well as risk. Here are some tools and strategies to keep your files safe

A focus on the client

A focus on the client

Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada

Singles: A growing demographic

The needs of single clients can differ from those of couples, so tailor your planning services appropriately

  • By: Leah Golob
  • May 3, 2019 November 6, 2019
  • 00:12
Chris Ferris, IE May 2019 issue

Rising to the top of the class

Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination

Tech Tips: Getting the most from your Wi-Fi

A mixture of the latest wireless networking standard and some configuration tricks can ensure that you have excellent coverage throughout your office

Value of partnership

Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year

Strategy begins with vision

There is a natural order to the creation of a long-term plan for any business. Begin your planning with a clear vision of what you…