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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