Retirement income planning is a marathon, so a consistent approach working with your advisors and tax professional, is essential. This can give you the confidence to help meet your cash flow needs over the course of retirement, while staying flexible.
Transfer of a foreign retirement plan to a Canadian RRSP: tax rules to consider
February 10, 2025
Find out which rules are applicable when transferring a foreign retirement plan into an RRSP on a tax-deferred basis.
Taxation of Non-Registered Income
October 11, 2024
Sun GIF Solutions Income Series and Sun Lifetime Advantage GIF offer lifetime guaranteed income.
Starting over after grey divorce
October 01, 2024
Bill and Melinda Gates. Jeff Bezos and Mackenzie Scott. Al and Tipper Gore. Morgan Freeman and Myrna Colley-Lee. All these couples have a big thing in common: calling it quits after many years of marriage.
The superficial loss rules – have you tripped the wire?
September 25, 2024
An investor may accidentally trip over the complex superficial loss rules. Surprise! This can cause unexpected results.
Tax & estate planning for people with disabilities
September 20, 2024
If you have clients with a disability or support someone with one, it’s important to know about the available tax and estate planning options.
Do’s and Don’ts: Cross-border Investment Considerations
September 17, 2024
What are the do’s and don’ts for a client who is a U.S. person for tax purposes, but who lives, works and invests in Canada? Here’s a list of considerations when it comes to cross-border investments.
Is it better to pay advisor fees inside or outside your RRSP/RRIF?
September 10, 2024
Considerations on paying advisor fees in registered and non-registered accounts
A detailed look at segregated fund taxation: how it’s different, and why
August 15, 2024
We often find that the tax nuances of segregated funds are glossed over, with a general, high-level comparison to non-registered mutual fund trusts.
Resources
Does it pay to stay invested when markets falls?
The stock market has constant ups and downs, but historically has returned to its previous high with time, even after bear markets.
Products
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