Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal representative, depending on the province. When the issue involves your executor If your executor has moved to a different province or a co...
You may think the vast majority of couples retire at the same time. However, the last time Statistics Canada reported on Canadians retiring together or not, only about 30% of couples retired together.1 Also, an Ameriprise Financial survey conducted this year showed that a majority of American couple...
Whenever you have a chance to defer paying tax, a common thought is, “Why pay tax now when I can pay it later?” However, there’s more to the story than simply postponing the tax bill. Tax deferral offers three potential benefits. First, paying taxes in the future gives you more funds to meet your cu...
After advancing strongly during the first two weeks of October stocks sold off on the final day of the month on mixed earnings (and spending) reports from big tech, leaving Canadian and U.S. equity indices essentially flat for the period. Bond yields rose in October, reversing the downward trend of...
Canadian inflation continues to ease, offering a glimmer of relief for consumers and policymakers alike. CPI well within the Bank of Canada’s target band The latest data from Statistics Canada revealed that its consumer price index was unchanged (seasonally adjusted) in September, following a 0.1% a...
Recent federal tax changes have made a big impact on family trusts. These changes could make family trusts less beneficial for managing wealth. If you have a family trust or are considering one, it’s important to understand the effects of these new rules. Here’s what you should know about the change...
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