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What you need to know when advising American clients in Canada

  • October 31, 2022 October 28, 2022
  • 00:10

Make sure clients are aware of these key deadlines before the end of the year

  • October 31, 2022 November 2, 2022
  • 00:07

Tax factors may influence whether a policy is owned corporately or personally

  • June 13, 2022 June 21, 2022
  • 00:05

Creditor account protection across Canada is a jurisdictional maze

  • June 8, 2022 June 8, 2022
  • 14:00

Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community

  • April 19, 2022 April 18, 2022
  • 00:11

Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities

  • March 21, 2022 March 20, 2022
  • 00:11

Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income

  • November 22, 2021 November 4, 2022
  • 00:13

More clients could benefit from TFSAs' ability to provide tax-free income in retirement

  • November 22, 2021 November 4, 2022
  • 00:11

As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial

  • November 1, 2021 October 29, 2021
  • 00:10

Dec. 31 is a significant deadline for many tax strategies

  • November 1, 2021 October 29, 2021
  • 00:05