News and resources for Canada's top financial advisors
Investing
10 things your advisor will ask you
November 8, 2014
1 min read
By जेम्स डोलन |November 8, 2014
By ਜੇਮਸ ਡੋਲਾਨ |November 8, 2014
Tax
Deciding to donate some or all of your art collection is a big decision — both sentimental and financial.
By Jessica Bruno |November 7, 2014
4 min read
Donating art is a great way to give back to the community, build your legacy, and maybe save on taxes at the same time.
2 min read
Stocks are the basic building blocks of most portfolios. Handling them well is key to a sound financial plan.
By Staff |November 3, 2014
Quebec’s version, the Voluntary Retirement Saving Plans (VRSP), came into effect July 1, 2014.
By Francois Bernier |October 24, 2014
3 min read
In 2012, the federal government’s Pooled Registered Pension Plans Act was signed into law.
Financial Planning
There can be many benefits for an American company to have an employee presence in Canada, but it’s not without its complications.
By Kevyn Nightingale |October 24, 2014
If the historic low rates have turned you off of guaranteed interest accounts, you’ll be happy to know that there are alternatives, such as investing within a universal life policy.
By Pierre Ghorbanian |October 24, 2014
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