Columnists

Mark Rosen Image Mark Rosen Image

Mark Rosen

What to do in the face of volatile share prices Currency and Exchange Stock Chart for Finance and Economy Display

What to do in the face of volatile share prices

Advisors who take the correct course of action put themselves in the driver’s seat

September 10, 2024

3 min read

Should corporate caretakers be billionaires?

Runaway executive pay remains an intractable problem for investors

June 19, 2024

3 min read

Handling corporate proxy fights

When activist investors and boards go to battle, focus on your clients’ interests

March 14, 2024

3 min read

Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Curtis Davis Image Curtis Davis Image

Curtis Davis

Inheriting U.S. individual retirement accounts Canadian and American flags in the mountains

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

Wilmot George Image Wilmot George Image

Wilmot George

Mutual funds and segregated funds: 5 points to note for tax season (and beyond) Exterior of CRA headquarters building

Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Both are common, useful investments — but there are important nuances

March 12, 2026

6 min read

3 year-end tax planning strategies for investors

Tax-loss selling, TFSA withdrawals and a final RRSP contribution at 71

December 17, 2025

5 min read

Business succession planning

The benefits of planning and considerations for your client when choosing a successor

October 20, 2025

4 min read

Post-mortem planning for private company shares

Using the 164(6) loss carryback technique to avoid double taxation

August 13, 2025

7 min read