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Tax & Estate

Dialgue PortfoliosNo matter your tax and estate needs, we have the knowledge and tools to answer your most pressing questions. We are committed to providing you with industry-leading support all year round.

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Estate planning

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InfoPage: Tax & Estate calendar - important dates 2009-2011Nov 2009
A convenient overview of the important tax & estate dates and events you need to remember. (PDF 182KB) 
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Income protection

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InfoPage: Registered Disability Savings Plans (RDSPs)Apr 2009
Learn more about RDSPs. While we do not offer RDSPs, this InfoPage reflects our commitment to provide industry-leading support. (PDF 174KB) 
InfoPage: Family law and estate planningJan 2009
Understand how Canadian property and support rights affect the estate planning process. (PDF 146KB) 
InfoPage: Common-law (including same-sex) partners taxation informationDec 2008
From RRSPs, estate planning, tax credits, benefits and more, this piece provides relevant information for common-law (including same-sex) partners. (PDF 146KB) 
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Intergenerational planning

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InfoPage: Minor beneficiaries on registered plansFeb 2010
Discusses the key estate planning implications of transferring registered plans to - or for the benefit of - minor beneficiaries. (PDF 202KB) 
InfoPage: Trusts - Tax features and strategic managementNov 2009
Discover how to strategically manage trusts to help reduce, defer and sometimes eliminate tax on investment income. (PDF 570KB) 
InfoPage: Trusts - Legal principles and common usesNov 2009
Learn about the nature of trusts, how trusts are typically used and the legal requirements concerning the trust structure. (PDF 566KB) 
Registered Education Savings Plans (RESPs)Aug 2009
Detailed information on qualifying for, contributing to and withdrawing from an RESP, plus RESP taxation and CESG details. (PDF 449KB) 
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Investment planning

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InfoPage: Death and taxesJul 2009
Information about the taxation of registered and non-registered investments in mutual funds on the death of the annuitant/unitholder. (PDF 573KB) 
The proposed interest deductibility rulesJan 2009
This tax & estate bulletin provides information regarding the Department of Finance's draft legislation on the deductibility of losses, especially losses created largely by deductible interest expense. These new rules essentially bring back the concept of "reasonable expectation of profit" that was previously dismissed by the Supreme Court of Canada. (PDF 142KB) 
InfoPage: Capital Loss PlanningNov 2008
Use this InfoPage to understand capital loss planning, including the superficial loss rule and general tax strategies like carrying back a loss, transfers to an RRSP and spousal/common-law partner transfers. (PDF 136KB) 
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Retirement planning

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InfoPage: Registered retirement savings plansJul 2009
Gain an in-depth understanding of registered retirement savings plans (RRSPs) when you read this piece. (PDF 571KB) 
InfoPage: Registered retirement income fundsJul 2009
Use this piece to help navigate your way through the complex rules of registered retirement income funds (RRIFs). (PDF 564KB) 
InfoPage: Home buyers' planJul 2009
Detailed information on qualifying for, participating in and repaying a home buyers' plan. (PDF 565KB) 
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Tax planning

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InfoPage: Aging and taxationJul 2009
This piece explores several tax-saving options and strategies that you can consider as an integral part of your estate planning. (PDF 563KB) 
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