Home Donalee Moulton

Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans

  • November 9, 2018 November 9, 2018
  • 00:13

Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make distributions. The CRA also is seeking more information about settlors, trustees and beneficiaries

  • October 12, 2018 October 11, 2018
  • 00:09

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

  • September 21, 2018 September 24, 2018
  • 00:14

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

  • August 24, 2018 August 22, 2018
  • 00:03

Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services: Mediation for divorcing couples and financial advice

  • June 22, 2018 June 20, 2018
  • 00:03

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

  • June 13, 2018 August 14, 2018
  • 10:30

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

  • June 12, 2018 August 14, 2018
  • 15:56

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

  • June 12, 2018 August 14, 2018
  • 10:30

Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice

  • June 11, 2018 June 15, 2018
  • 15:13

Every five or so years, someone pitches the idea that Halifax needs a professional sports team

  • March 1, 2018 March 2, 2018
  • 00:00