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Wealth Planning

Tax treatment of RRIFs left to your spouse on death
Tax treatment of RRIFs left to your spouse on death
Sep 22, 2017
While a Registered Retirement Income Fund (RRIF) is generally fully taxable on death, it is possible for spouses (including common-law partners) to leave RRIF assets to one another on death in a way that defers taxes. 
Commentaire sur le budget fédéral de 2017
Commentaire sur le budget fédéral de 2017
Sep 22, 2017
On July 18, 2017, the federal Department of Finance set out proposed tax changes that will significantly impact the taxation of virtually all private corporations in Canada. 
British Columbia flag
British Columbia flag
Sep 13, 2017
Finance Minister Carole James tabled the 2017 British Columbia provincial budget on September 11, 2017. This updates the outgoing government’s provincial budget from February 21, 2017. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and...
Tax treatment of RRSPs left to your spouse on death
Tax treatment of RRSPs left to your spouse on death
Aug 17, 2017
While RRSPs are generally fully taxable on death, it is possible for spouses (including common-law partners) to leave RRSP assets to one another on death in a way that defers taxes.
The limitations of a Tax Free Savings Account: An investigation into the alternatives
The limitations of a Tax Free Savings Account: An investigation into the alternatives
Jul 18, 2017
This quarter, our wealth planning focus was on tax efficient alternatives to Tax-Free Savings Accounts. We also heard from Kamyar Hazaveh, Vice-President, Portfolio Management and Portfolio Manager, Signature Global Asset Management on their outlook for the global bond market.
Powers of attorney: When should your power of attorney be effective?
Powers of attorney: When should your power of attorney be effective?
Jul 11, 2017
A power of attorney that takes effect only when a triggering event occurs, often referred to as a “springing” power of attorney, is permitted in most provinces. However, it is important to be aware of the implications that are associated.
budget de la Nouvelle-Écosse 2017
budget de la Nouvelle-Écosse 2017
May 1, 2017
Finance Minister Randy Delorey tabled the 2017 Nova Scotia provincial budget on April 27, 2017. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
budget de l’Ontario 2017
budget de l’Ontario 2017
May 1, 2017
Finance Minister Charles Sousa tabled the 2017 Ontario provincial budget on April 27, 2017. The commentary, prepared by our Wealth Planning Group at Assante Private Client, can be used to assist you and your Assante advisor with your wealth planning strategy.
The Estate Freeze: Who should use it and why
The Estate Freeze: Who should use it and why
Apr 26, 2017
This quarter, our wealth planning was on estate freezes and why they may be useful to business owners. We also heard from Samuel Sanom, Vice President and Equity Portfolio Specialist and Alan Matijas, CFA, Managing Director, Canada of Wellington Management on the U.S. equity market.
New measures on the principal residence exemption
New measures on the principal residence exemption
Apr 24, 2017
The principal residence exemption provides a way to shield an economic gain arising on the sale of a qualifying residence, such as your home or cottage, from taxation. In October 2016, significant proposals were announced relating to the PRE.

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