Estate Planning

Mackenzie offers a concise recap of probate fees and provincial rules affecting estate distributions.

Mackenzie provides a simple introduction to Estate Planning.

Is there a cottage in the family? Sandy Cardy deals with the tax issues that can threaten the peace and quiet of your vacation hideaway!

Trusts can be an important part of estate planning, but most people know very little about them. This is an excellent primer on trusts, and deals with a wide range of issues surrounding the different kinds of trusts that are available in Canada.

Aim Trimark has developed an excellent look at how provincial family law provisions can affect elements of estate planning.

Canadian parents have long used child "In Trust For" accounts as an alternative or addition to RESP's. Want to learn more?...

For families with special needs dependents there can be special estate planning issues. This article gives a good overview of the issues and opportunities.

Elements of Investing

A well diversified investment portfolio is an important element of any long term investment plan. This article from Aim Trimark explains why...

Currency risk - How exchange rates affect the returns you see in foreign investments.

Mutual fund management fees have been much in the news. This article from the Financial Post deals clearly with Mutual Fund management fees, and explains how low fees do not necessarily result in superior performance.