iProfile is a comprehensive asset management program that helps investors maintain optimal diversification among different asset classes and management styles based on their personal preferences and investment goals.
Adding your adult child as a joint owner to your property could have unintended tax and legal consequences
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.
Whether you’re leaving a little or a lot, the key to protecting your loved ones is simple: just start.
Explore how recent changes to amended tax on split income (TOSI) rules apply to and have affected personal rates of tax, pension splitting, taxable capital gains, property and more.
Time in the market, not timing the market, is what builds wealth
There’s an easier way to help you shape your philanthropic legacy. Continue your tradition of charitable giving and experience the benefits of a private foundation, without the upfront costs and administrative responsibilities.
Upcoming changes to the GICS system promise to shake up strategies and methodologies of investors large and small. Some of the changes could make mutual funds and ETFs that have been market darlings significantly less attractive to investors.
if you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return
Whatever your motives, it almost never pays to look for quick investment returns when a pandemic breaks out.
Individuals can grant powers to others to manage their affairs in a number of different circumstances using various types of documents, often known as a power of attorney. Being appointed as a substitute decision-maker for someone’s financial affairs through a power of attorney is both an honour and an obligation.
For many families, it is much more important to preserve the family cottage than any other asset. Those who want to leave the cottage to their children must plan for the tax consequences and disputes which may arise upon their death. The concepts here apply to any vacation property, including a ski chalet or condo.