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Jon Palfrey

Recent Posts on BCBusiness

Mar 19, 2014
Tax Tips: New CRA Requirements

You’ve made your RRSP and TFSA contributions. You’ve done your end-of-year tax-loss selling. You’ve contributed to registered charities. You’ve done all the right things to manage your taxes. Now that March is here, the focus shifts away from tax-savings strategies to actual tax filing. As B.C. investors collect all their tax...

Jan 17, 2014
New Rules that Might Affect Your Investments in 2014

A new year raises a number of questions for investors. How will stock markets perform? When will interest rates go up? And what rules have changed that will affect assets or tax and other planning? The last question is particularly important, as legislative changes both in Canada and in other...

Sep 25, 2013
Estate Planning: Is a Trust a Must?

Some recent high-profile divorce and estate cases among the ultra-rich, such as Vancouver’s Aquilini family or the Wal-Mart heirs in the U.S., could lead a person to believe that trusts are a powerful wealth-creating device exclusively for the high net-worth crowd. That’s a misguided notion. Almost as misguided is the idea...

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