Educational resources

Client Centre


Our educational resources have been created to give our clients information about a wide variety of topics.  Please see below for our featured articles or select a topic in the sidebar for more detailed information. 

Cross-border Tax Issues

Cross-border Tax Issues The Financialist • Issue 113 • April 2012 BY BRYSON MILLEY BA CFP CIM   The following is an interview conducted by Bryson Milley, BA CFP CIM with Karl Dennis, CA, Partner, US and Cross ...
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Wills: Do We Need Them?

  Wills: Do We Need Them? The Financialist • Issue 113 • April 2012 BY PATRICK MCGUIRE CFP CLU ChFC The following is a short story based on true events that happened to clients of mine. It is intended to show t...
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Financial Life Cycle

Financial Life Cycle The Financialist • Issue 107 • October 2010 Financial planning is not a one-time event; it is a dynamic process that changes with you throughout your lifetime. In order to best assist clients in th...
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Group vs Individual Insurance

Group vs Individual Insurance The Financialist • Issue 109 • April 2011 BY CECILIA TSANG BComm CFP CIM RHU “Dad, do you have life and disability insurance in place?” I asked many years ago. “Don&rsqu...
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Cleaning Up Our Mess

Cleaning Up Our Mess The Financialist • Issue 109 • April 2011 BY ALAIN QUENNEC BComm CFP FMA CIM Like most children, when I was growing up, my mother was always after me to clean up after myself, saying, “You d...
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Am I Diversified?

Am I Diversified? The Financialist • Issue 111 • October 2011 BY JOHN HALE CGA AND ALAN KOTAI CFP CIM CFA DIVERSIFICATION One of the key pieces of advice we tell our clients concerning their investment portfolios is ...
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RRSP FAQs

RRSP FAQs The Financialist • Issue 112 • January 2012 BY JON KNUTSON BA DiplT (Fin Mgt) CFP The RRSP contribution deadline for the 2011 taxation year is coming up. Below are a series of frequently asked questions tha...
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Joint Registration – Good intentions often don’t go far enough

Joint Registration – Good intentions often don’t go far enough The Financialist • Issue 112 • January 2012 BY TERESA BLACK HUGHES CFP R.F.P. CLU FMA CIM “I’d like to set up my investment accoun...
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Salary or Dividends - Which is better?

Salary or Dividends - Which is better? The Financialist • Issue 112 • January 2012 BY ETHAN ASTANEH BComm CFP The theory of integration suggests a business owner should be no better off earning income personally rathe...
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Income Splitting and Free Vacations

Income Splitting and Free Vacations The Financialist • Issue 107 • October 2010 BY ALAIN QUENNEC BComm CFP FMA CIM Under the Canadian system of progressive taxation, the tax we pay on our last dollar of income is greater than t...
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