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  1. Wilmot George
    A review of the key types of trusts and how they are used in financial planning
  2. Tessie Sanci
    Help clients build and maintain a good credit rating
  3. Tessie Sanci
    Helping your clients make the right choices can deepen relationships
  4. Rudy Mezzetta
    Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
  5. Mezzetta Rudy
    The Income Tax Act recognizes four charitable purposes
  6. Rudy Mezzetta
    Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
  7. Rudy Mezzetta
    When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
  8. Rudy Mezzetta
    A web-exclusive series on charitable giving
  9. Alan Husdal
    Michèle Bourque, president and CEO, provides an overview of the CDIC deposit insurance program
  10. Rick Annaert
    Longer lives and lower interest rates are creating new challenges for advisors and their clients, and require careful financial planning