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Patrick Taylor
Kathryn Carver
Debbie Fernandes

Tel: 416-359-5432

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Estate & Succession Planning
Probate Fees and Taxes
This article discusses probate and ideas on how to reduce probate costs. Probate costs vary significantly among the provinces and territories and planning to reduce probate costs has become a very important part of an estate plan. (Aug 2014)
Executor`s Task List
Executors are responsible for a variety of tasks ranging from funeral arrangements to filing income tax returns with the CRA, to the final distribution of estate assets. If you are appointed Executor, our Task List will provide you with some guidance by describing the types of duties you will be required to perform. (Mar 2014)
Estate Planning: Family Meeting Guide
If you have been unable to sit down with your family (yet) to discuss the family Estate Plan, this is the guide to help make it happen.
Top 10 Reasons to Consider a Corporate Executor
The demands of being an Executor, along with the potential for personal liability, can be overwhelming. Depending on your circumstances and the complexity of your estate, you may want to use the services of a Corporate Executor. (Mar 2014)
Providing Support at a Time of Loss
This guide will help you understand the responsibilities of an executor and the key activities related to settling an estate.
Trusts for Asset Protection and Tax Savings
Trusts can provide protection for your wealth and tax advantages such as income splitting to reduce taxes. Without a Trust, your assets may be vulnerable to creditors, be depleted by spendthrift family members, and be subject to higher taxes. (Jun 2014)
Changes to the Ontario Estate Administration Tax Act
As of May 12, 2011, the Government of Ontario made a number of amendments to the Estate Administration Tax Act (EATA). This article outlines the changes.
Philantrophy and Giving Back - Your Giving Strategy
If you’d like to be more strategic with your gifting, consider incorporating charitable giving into your wealth management plan. A formalized giving strategy can be much more fulfilling, provides an opportunity to leave a legacy and offers some very attractive tax incentives.
Joint Ownership of Property
The Pros and Cons of Joint accounts
Designating Beneficiaries
The advantages of designating a beneficiary for your life insurance policy or registered plans.
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
TFSA - an introduction
The benefits and flexibility provided by a Tax-Free Savings Account (TFSA) make it ideal for saving for multiple financial goals.
A Guide to Understanding Registered Plans
An overview of TFSA, RRSP, RRIF, LIRA, IPP, RESP and RDSP accounts. (Dec 2014)
RESP's - an Introduction
An excellent overview of the features and benefits of RESP accounts, and answers to many commonly asked questions.
RESP Withdrawal Checklist
This checklist details how to efficiently withdraw cash from your family's RESP to pay for your children's post-secondary education.
Taking Money Out of An RESP
This report provides you with some details on how and when to withdraw funds from an RESP, as well as information on qualifying educational institutions. (Aug 2016)
Locked-In Retirement Plans
A review of LIRA's, LIF's and LRIF's, and when you have access to these locked-in assets. (Jul 2015)
RRIF accounts - an introduction
An excellent overview of the features of RRIF accounts, and answers to many commonly asked questions.
Registered Retirement Income Funds
Selecting the right retirement income option for your RRSP is one of the most important financial and estate planning decisions you'll make. (Aug 2015)
RRSP's - an introduction
Reviews RRSP saving strategies, withdrawals, investment choices, special situations and retirement planning.
RRSP Maturity Options
In the year you turn 71, you must make a decision what to do with your RRSP - this article highlights your options. (Dec 2014)
IPP's - an introduction
Features and Benefits of having a Individual Pension Plan.
Economic and Market Updates
Investment Strategy: 2018 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
How the New Canada Pension Plan Rules may affect you
This article provides an overview of the CPP and the key changes being phased in between 2011 and 2016, and to help you make an informed decision about the optimum timing for you to start taking CPP.
Common Investment Terms
Having a firm understanding of common financial terms helps ensure that you stay well informed about.
Periodic Table of Asset Class Returns
The Periodic Table of Returns provides an overview of the calendar returns from 2005 to 2014 for a number of global market indicies. It clearly demonstrates the importance of diversification among asset classes.
The Bond Brief
Today, Canadian investors have a wide range of fixed income investments to choose from. Whether you need an income stream today or are planning for future financial considerations, the bond market holds many opportunities to help you achieve your goals.
The Wisdom of Great Investors
Insights from Some of History's Greatest Investment Minds on how to navigate an ever-changing market environment and build long-term wealth.