Advisor to Client | Advisor.ca

Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover.

When is the latest I can sell an asset prior to June 25?

Waiting until the last minute is a bad idea, tax experts say

By Melissa Shin |May 17, 2024

4 min read

Don’t let behavioural biases impede your investment success

By Coreen Sol |May 7, 2024

4 min read

Inflation, higher interest rates add to the financial challenges

4 min read

A broad range of residential property counts

By Rudy Mezzetta |April 11, 2024

5 min read

Financial professionals weigh in on the risks of borrowing to invest

3 min read

It’s a dramatically different world from the last time they moved

4 min read

Failing to pay this interest can unwind the income-splitting strategy associated with the loan

By Rudy Mezzetta |January 22, 2024

2 min read

The CPP now includes a new, second earnings ceiling

2 min read