Whitepapers

In our whitepapers, respected industry professionals address important wealth issues with practical solutions.

 

In today’s market of low interest rates, how are investors able to generate portfolio cash flow without taking on undue levels of risk? [click to read]
Canada is a great place to invest, however given current valuations and the reality of broader opportunities internationally, investors seeking performance while lowering their risk should diversify globally. [click to read]
Many individuals include trusts as key components of a comprehensive wealth and estate plan. You may have friends, relatives or business associates who have their own family trust. Yet there is often much confusion about what a trust is, when to consider using a trust and how to go about finding a trust.
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Unfortunately, Shareholder Agreements are often amongst those documents forgotten in the back of the filing cabinet for years. Learn why it's important to review previously made commitments.
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Alberta professionals have a new income splitting opportunity thanks to the Professional Corporations Statutes Amendment Act, 2009 [click to read more]
Practical advice addressing three major concerns to investors: taxes, inflation and portfolio performance. [click to read more]
Key changes to filing deadlines, deemed beneficial ownership, reporting equity-based compensation and derivatives. [click to read more]
Investors with cash on hand, either as they approach retirement or for reasons such as a major asset sale, will be looking for investment performance from the fixed-income market. [click to read more]
Over the past several years in an effort to stimulate the economy, the government has followed a policy of significant interest rate reductions. This has created an opportunity for individuals interested in income splitting strategies to reduce their household tax situation. [click to read more]