Help your client sell their beneficial interest in an estate
Here’s your helpful guide to advising clients on a complex estate sales process
- By: Michael Kulbak
- November 18, 2024 November 18, 2024
- 16:00
Here’s your helpful guide to advising clients on a complex estate sales process
Behavioural design is no silver bullet, writes Harvey Naglie
High valuations and market concentration are headwinds for future returns
The strategy provides a low-cost method to pursue superior returns over the long run
Financial advisors can address property challenges, encourage clarity in wills
Capitalize on opportunities in bonds, the energy transition and innovation
Optional returns may reduce or eliminate your client’s taxes
Advisors can play a key role by educating clients about the historic — not hyped — investment opportunities
Here are seven steps for advisors
Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public
Bank of Canada and the Fed strive to keep inflation at bay without tipping the economy into recession
These five strategies enhance tax efficiency in non-registered accounts
The time is ripe for investors to add these funds to their portfolios
CEO Ken Rae sells his stake but stays on as key leader
The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma
Hint: it has nothing to do with how frequently these investments are priced
We can’t rule out a future change to the capital gains inclusion rate, but Ottawa has reversed course for now
Investment products can have different risk and return characteristics depending on the business cycle — clients deserve more options
Moving past process — the case for outcomes-based oversight in Canada
Ontario's broad definition of financial advisor could lead investors to misunderstand their advisor's primary role and capabilities
Rush to cut red tape can't endanger basic goals of transparency, investor protection