Archive for the ‘Investments’ Category

Ethical Investing in Trusts (part I)

Thursday, June 25th, 2015

It seems like every month, a Charity or a pension plan is making an announcement about how they have changed their investment mandate to incorporate ‘Socially Responsible Investing’ (“SRI”) standards. There is no question we are witnessing a real growth in these types of investment mandates. In fact, a 2015 ...

VALUATIONS AND REVERSING TAX REASSESSMENTS: Lessons learnt

Monday, June 22nd, 2015

I have been writing about valuations for estate plan agreements, highlighting that they should be based on fair and reasonable methods, prepared in good faith, properly supported and documented at the time of valuation. This approach to valuations should also apply to other estate planning and charitable giving arrangements. Take donations ...

Having a Lease for Life= LifeLease Residential Options

Thursday, June 18th, 2015

I attended the Canadian Seniors Housing Symposium last week and while it was targeted to investors, builders, designers and CEO’s of seniors housing communities, there was some very interesting take aways for me. The direction of seniors communities is shifting with a greater emphasis on ways to attract the younger ...