Tax & estate planning

Marriage Breakdown Can Be Taxing

In Canada, since 2000, there have been approximately 2.74 million divorces. If you haven’t yet, at some point, you’ll likely have to assist one or more clients navigate the financial ramifications of separation or divorce. Understanding the tax implications is a critical aspect of any marital breakdown. 

The superficial loss rules – Have you tripped the wire?

An investor may inadvertently trip over the complex superficial loss rules. Surprise! This can cause unexpected results.

Do’s and Don’ts: Cross-border Investment Considerations

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 is a list of things to consider when it comes to cross-border investments.

Eight tax ideas to start 2022 on a positive note

These eight ideas from our tax experts can get your personal finances off to a good start in 2022, no matter if you’re working or retired.

Seven year-end tax tips for Canadians

As we approach the end of the calendar year, we wanted to highlight seven strategies that may help to minimize your 2021 tax liability as it pertains to your investment portfolio.

Starting over after grey divorce

Bill and Melinda Gates. Jeff Bezos and Mackenzie Scott. Al and Tipper Gore. Morgan Freeman and Myrna Colley-Lee. All of these couples have a big thing in common: calling it quits after many years of marriage. While divorce is on the rise among older people in Canada, the overall rate of divorce has fallen in the last decade.

Taxes and your retirement income: Key principles to consider with your advisor and tax professional

By Sun Life Global Investments Tax & Estate Planning Team

Retirement income planning is a marathon, so a consistent approach can smooth income over the course of retirement, while maintaining flexibility.