Updated resources: market volatility toolkit

• Help clients put market volatility into perspective
• New resources added to help clients focus on the long term

Cascading life insurance – intergenerational wealth transfer

• A life insurance policy with cash value can provide permanent insurance protection on a child or grandchild while acting as a tax efficient vehicle to enhance and transfer your wealth to the next generation

U.S. persons and Canadian life insurance

• This article examines three major U.S. tax issues that U.S. persons living in Canada encounter when purchasing life insurance from Canadian insurers, including some planning tips