Viewpoints about Wealth
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Budget 2021 — The other shoe hasn't dropped ... yet
Developed by the Tax, Retirement & Estate Planning Services team for your reference, this piece highlights changes delivered by the Liberal government on April 19, 2021.
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The role of the executor
Appointing an executor may be one of the most important decisions related to an estate plan. Being trusted as an executor to carry out someone’s wishes after they have passed can be one of the biggest responsibilities an individual can take on. Learn what it really means to be an executor on a will.
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Working from home? Don’t miss out on valuable tax savings
If working from home is your new normal, it could mean savings on your 2020 tax return — or even in years to come, depending on how long you work from home.
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Fixed income.gov: getting acclimated in a world of government-managed debt
What's the outlook for fixed income when trillions are being spent on bond market support? Roshan Thiru assesses the new landscape of government-led intervention.
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Age Appeal
How do you measure the success of your investment strategy? An investment strategy is successful if it delivers the money investors need at the right time, allowing them to reach specific goals. Learn how a goals-based approach to financial planning can work for your clients.
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Money in motion. Planning for an epic generational transfer of wealth.
An estimated $751 billion will move from one generation to the next in Canada in the coming decade. By working closely with clients to plan for the transfer of their wealth, you can improve asset retention and help future-proof your business.
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Ontario estate administration: Two small but important changes for 2020
The 2019 Ontario budget announced two small but important changes to estate administration that are effective January 1, 2020. Now, although these changes are welcome, they are small and likely do not have a material impact. With that in mind, advisors should be reviewing estate plans put in place for their clients.
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Budget 2019 - “For the people???”
The 2019 Federal Budget Summary highlights changes delivered by the Liberal government on March 19, 2019.
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Budget 2018 – Phew, That could have been a lot worse…..
The 2018 Federal Budget Summary highlights changes delivered by the Liberal government on February 27, 2018.
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