How to Read your Statements
Second Opinion
$ense for Kids
6-12, 13-17, 17-18, 18-23, 24+

Focus List & Special Reports

Canadian Equity Focus List - Winter 2017
Canadian Equity Income Focus List - Winter 2017

Business Owners

Business Owners Guide
Investment Holding Companies
Selling the Business

Succession Planning

Buy-Sell Agreements – The Basics


Tax-Free Savings Account (TFSA)
Actual or Deemed Dispositions
Superficial Loss Rules & Planning Strategies
Dividend Income


RRIF Minimum Withdrawals
10 Strategies to Pay Less Tax in Retirement
RSP Strategies at Age 71
RSP Maturity Options
Retirement Checklist

Locked-In Plans

Gradually Unlocking your LIF to a RRIF or RRSP


Withdrawing from the Plan and Non-Resident Issues
Establishing an RESP

Trusts & In-Trusts

Testamentary Trusts
Using a Family Trust for Prescribed Rate Loan Arrangements
Alter Ego and Joint Partner Trusts


Globe Investor

Personal Tax

2017 Handy Financial Planning Facts
Your Financial To-Do List
Capital Losses and Tax Loss Selling
Pension Income Splitting
Income Splitting Checklist

Corporate Tax

Incorporate or Not?
Salary vs. Dividend


Marriage Breakdown Checklist

Estate Planning

Power of Attorney
When should you Review your Will or Estate Plan
Estate Planning For Your RRSP or RRIF

US Tax & Estate Planning

Passive Foreign Investment Company (PFIC) Rules
Moving from Canada to the US
Tax Planning for US Citizen Residents in Canada
US Estate Tax for Canadians in 2017
Owning & Renting Property in the US
Canadians Acquiring US Real Estate


Moving from Canada to another Country
Moving to Canada from another Country

Charitable Giving

Charitable Donations of Securities
Philanthropy: What Will Your Legacy Be?
Charitable Giving
Charitable Gift Program – Advantages & Considerations