October 31, 2016 — Updated CPP is little more than “putting a bandaid on a gunshot wound.”

Read more about the pension solutions that will truly help Canadians in Trevor’s commentary in LifeHealthPro.ca: “Ottawa’s policies to blame for pension shortfalls, says tax lawyer”

 

October 14, 2016 — Despite upcoming regulatory changes, for many clients and in many situations an insurance solution “still makes overwhelming sense,” comments Trevor in a recent Investment Executive article: “If your alternative is to pay taxes, insurance will win in almost every situation.”

 

September 4, 2016 — Trevor appears on NewsTalk 1010 “Sunday Money” Show hosted by Iain Grant

On September 4, Trevor was a guest on the weekly Sunday Money show, along with IPC investment advisor Alan Cameron.
Take some time out of your day to hear what Trevor has to say about a variety of tax and fiscal policy issues including:

  • the three reasons people really buy insurance;
  • the true impact of upcoming changes to corporately-owned permanent life insurance policies; and
  • how business owners and incorporated professionals can avoid the pitfalls of improper tax planning.

 

May 6, 2016 — New in Morningstar’s Personal Finance section: “RRSP limit too low? Consider an IPP

 

May 3, 2016 — “Voices” commentary for OnWallStreet.com and in Financial Planning magazine: “The Fiduciary Standard from Very Far Away” – expert commentary on how the adoption of a fiduciary standard might shift the financial advice business in unforeseen ways

 

April 2016 – Three-part series in Investment Executive on permanent insurance:

April 8, 2016 — Whole life vs universal life: Weighing the options

April 7, 2016 — Making the case for permanent life insurance

April 6, 2106 —The changing face of permanent life insurance

 

March 23, 2016 — Commentary on fair market transfers of life insurance policies in the Insurance and Investment Journal: Insurance transfer tax-planning “loophole” now closed