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.
Tips to reduce your tax bill
April 22, 2024
These tips will help reduce the stress of filing your tax return.
10 tax ideas to get your personal finances in order
March 11, 2024
These 10 ideas from our tax experts can get your personal finances in order, no matter if you’re working or retired.
Home office expenses – everything old is new again! Plus, a few extras.
March 05, 2024
Deducting your home office expenses will now take more time. This article answers 4 key questions ahead of tax season.
Are advisory fees deductible? It depends
September 12, 2023
François Bernier, notary, Director, Tax and Estate Planning, at Sun Life Global Investments, gives an overview in this article.
Recession: What does it mean for my retirement?
September 12, 2023
Discover some ways for investors weather an economic downturn.
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.
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