Archive for the ‘Loans’ Category

Grandfathered Agreements

Friday, August 26th, 2011

My most recent blogs have explored the possible use of life insurance to completely eliminate the capital gain on death (assuming that sufficient insurance was in place) provided certain stop-loss rules do not apply. Where shares are disposed of today pursuant to a written agreement such as a shareholders ...

Learning from the rich

Friday, December 10th, 2010

The overwhelming majority of high-net-worth (HNW) Canadians are self-made millionaires. This according to RBC Wealth Management research quoted in a recent Maclean's article - "Advice from the rich". While tempting, it would be wrong to think the HNW segment got to be rich by accident or luck. The majority of the ...