In our third INFOexchange of 2014, you’ll read:

✔️ Expert article on “Acquiring Annuities with a Commuted Value from a Registered Pension Plan” by Lea Koiv

✔️ Message from CALU’s Chair of the Board of Directors, Garry Zlotnik

✔️ Expert article on “Tax Deduction and Reporting on Workplace Disability Income Plans – New Requirements” by Ron Sanderson

✔️ Expert article on “Sawdon Estate – Ownership of Funds in a Joint Account” by Martin Rochwerg and Rahul Sharma

✔️ Expert article on “Happenings on the Hill” by Herb Metcalfe

✔️ Expert article on “Designated Beneficiary and Creditors” by Sunita Doobay

(Members only)

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