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MAY 2015 VOL.18 / NO.05
ADVISOR’S EDGE
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EDITOR’S NOTE.........................................................................5 CLIENT CONFIDENTIAL ......................................................... 38
FEATURES
WHAT THE EU’S TRUST RULES MEAN FOR CANADIANS........8 European legislators have been trying to require public disclosure of trust beneficiaries
by JAMES DOLAN
HOW TO RETAIN YOUR CLIENTS’ KIDS..................................10 Connect with the second generation to help your business thrive by SARAH CUNNINGHAM-SCHARF
FINANCIAL IMPLICATIONS OF SHARING ASSETS ................ 22 Help your clients successfully navigate peer-to-peer assets
by MICHELLE SCHRIVER
WHAT YOU NEED TO KNOW ABOUT STOCK OPTIONS ........ 27 Ensure clients understand tax implications
by DEAN DiSPALATRO
COLUMNS
SPLURGE OR SAVE ...................................................................6 Gifts for new retirees
by LISA MACCOLL
CASE STUDY............................................................................16 Montreal-based doctor in trouble with the IRS
by DEAN DıSPALATRO
FREE MONEY ......................................................................... 20 Income sources for business owners
by LISA MACCOLL
CALL A SPECIALIST ............................................................... 25 Vet a private investment venture
by EVELYN JUAN
MY NICHE............................................................................... 32 How one advisor helps doctors and pharmacists
by SUZANNE SHARMA
YIELD CURVE ......................................................................... 35 Beware of bond covenants
by DEAN DıSPALATRO
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Investment
Estate Planning
Tax
Practice Management
Risk Management
Client Education
Compliance
THIS PAGE: SUPRIJONO SUHARJOTO/THINKSTOCK; COVER: KAMAGA/THINKSTOCK; STATISTIC SOURCE: CROWD COMPANIES AND VISION CRITICAL, "SHARING IS THE NEW BUYING."