Home Jim Middlemiss

Estate planning is a top priority for business owners

  • October 15, 2017 January 19, 2018
  • 00:03

There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures that may no longer be available next year - as well as some that are tried and true

  • October 13, 2017 January 23, 2018
  • 12:01

New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for clients, especially if they move often or own or rent multiple residences

  • October 13, 2017 October 13, 2017
  • 00:50

As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies range from strategic withdrawals and contributions to making the best use of tax credits

  • October 12, 2016 October 12, 2016
  • 23:00

The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be used in a variety of ways, from covering child-care costs to saving for post-secondary education

  • October 12, 2016 October 12, 2016
  • 23:00

New rules usually bring penalties. Protect yourself

  • September 27, 2016 September 27, 2016
  • 00:00

How to help clients avoid confusion

  • September 27, 2016 September 27, 2016
  • 00:00

Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off

  • September 27, 2016 September 27, 2016
  • 00:00

Managing a successful financial advisory career while raising a family is not easy. Three women offer advice on what works for them

  • February 12, 2016 February 12, 2016
  • 00:00

Meeting with stakeholders and getting the lay of the land have been Sarah Bradley's priorities since joining OBSI

  • December 11, 2015 December 11, 2015
  • 00:00