News and resources for Canada's top financial advisors
Investing
Portfolio manager Richard Fortin has a history of buying stocks that have poor near-term outlooks. Find out why.
By Staff |December 15, 2014
2 min read
Financial Planning
Canadians are a generous bunch. The latest available StatsCan data shows 84% of those aged 15 and over have donated to charities.
By Staff |December 2, 2014
4 min read
Some people think about charitable giving routinely. For many others, however, the topic only comes up when something significant happens in their lives.
If you’re serious about giving, then you should be equally serious about which organizations you give to.
One of the most innovative, flexible, and efficient ways to give back is by establishing a charitable foundation – either through your will or while you’re alive to run it before handing the duties over to your heirs.
3 min read
Released in 1987, Wall Street was one of the first films to offer an inside look into growing immorality at trading firms during the late ’80s.
By Sarah Cunningham-Scharf |December 2, 2014
Strategies to assess markets and identify good investments
By Staff |November 27, 2014
Tax
What to do when it comes to business income.
By Jessica Bruno |November 26, 2014
Common signs of diminished capacity and tips for advance planning
By Elaine Blades |November 26, 2014
Working abroad can provide both career building and adventure. But Canadians moving to certain exotic locales can also take a tax holiday.
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