All items in: Your Professional Development

Closing the Wealth Inequality Gap: Seven Key Questions

Posted: June 16, 2015 By : Karen Milner
Posted in: Your Professional Development, Tax Planning
The old adage says that “money can’t buy happiness.” This is now statistically true.

Emotions Aside, Sometimes Estate Litigation is Wrong

Posted: June 09, 2015 By : Greer Jacks
Posted in: Your Professional Development, Succession & Estate Planning, Tax Planning
On May 28, 2015, the Ontario Court of Appeal (ONCA) dismissed an appeal from the dismayed son of a deceased testator.

High Standard Upheld in Will Validity Challenge

Posted: June 09, 2015 By : Greer Jacks
Posted in: Your Professional Development, Investment & Retirement, Tax Planning
Back in 1851, a decision in Russel v. Jackson reasoned that when the validity of a Will is challenged, the solicitor’s file should be disclosed in certain circumstances to provide insight into the views and intentions of the testator, or the objects and purposes for which dispositions have been made in the Will.

Former CRA Veteran Keynotes at DAW Toronto

Posted: June 02, 2015
Posted in: Your Professional Development, Tax Planning
There are three certainties in life – death, taxes and change.  So, dealing with the Canada Revenue Agency (CRA) can prove a stressful interaction for both taxpayers and their advisors.  

Davis Christianson Opines: Critical Conversations Count

Posted: June 02, 2015
Posted in: Your Professional Development, Tax Planning
David Christianson, one of Canada’s Top 50 Wealth Advisors and this month’s featured guest speaker at DAW, says tax or financial advisors have the obligation to make critical conversations about what really matters our clients in the future, happen.

Safest Banks: Is Canada in the Top 10?

Posted: May 26, 2015 By: Evelyn Jacks
Posted in: Your Professional Development, Tax Planning
We generally believe, living in Canada, that we have the safest banking system in the world. Certainly we’re in the top 10, right?