The Partner News

The Partner News tells the stories of our staff, advisors and clients while also providing some technical content. The newsletter was first created in 1998 but the paper copies have been lost to history. A modern version was resurrected in 2020, and is published approximately two times a year!

Click to Read: Summer 2025

Technical Article:
Coda Trust Company... an Update

Click to Read: Fall 2024/Winter 2025

Technical Article:
Designating a Beneficiary and Successor Holder/Annuitant for RRSPs and TFSAs

Click to Read: Summer 2024

Technical Article:
New Capital Gains Inclusion Rates and Their Implications

Click to read: Fall 2023/Winter 2024

Technical Article:
First Home Savings Account

Click here to read: Summer 2023

Technical Article:
Coda Trust Company

Click here to read: Fall 2022

Technical Article:
Introducing BCPIP's In-house Trust Company

Click here to read: SPRING 2022

Technical Article:
RRIFs, LIFs & OAS Oh My!

Click here to read: FALL 2021

Technical Article:
RESP Success

Click here to read: SPRING 2021

Technical Article:
Canada Pension Plan

Click here to read: FALL 2020

Technical Article:
The Buzz About TFSA's