Before writing a will, or when reviewing your current one, you’ll need to make some significant decisions. We’ve created a checklist of issues and areas of concern you may want to discuss with your advisor before getting started. While every situation is different, we’ve covered the most common…
The Graduated Rate Estate (GRE) has become an important estate planning tool in Canada since its introduction in 2015. Most trusts are subject to taxation at the highest marginal tax rate...
Over time, equity markets go through periods of volatility. As volatility subsides, markets typically resume their upward course. Maintaining a long-term perspective can help you stay invested and benefit ...
It is common for owners of Canadian-controlled private corporations to retain assets within their corporation to benefit from tax-deferral opportunities. Whether the corporation ...