News and resources for Canada's top financial advisors
Financial Planning
Protecting your home or cottage from divorce can be complicated under provincial laws
By Staff |October 14, 2014
3 min read
Given the greater number of NHL teams in the U.S. versus Canada, it’s common for Canadian professional hockey players to live and play down south.
By Terry Ritchie |October 14, 2014
5 min read
Tax
If you’re an American who hasn’t filed U.S. tax returns or reported foreign assets, you can make good with the IRS through the Streamlined Program.
By Kevyn Nightingale |October 14, 2014
Using multiple wills to deal with assets in different jurisdictions is a common way to organize estates. But in some provinces, over the past 15 years the strategy has evolved into a tool for reducing probate fees.
By Darren Lund |October 14, 2014
4 min read
Investing
Getting into hedge funds isn’t as hard as it used to be. And they’re not as scary as you’d think.
By Dean DiSpalatro |October 14, 2014
New investors are in a tough spot: you need to build a portfolio while stock indexes are setting records. But there are ways to find value in the market and build a correction-proof portfolio, too.
By Jessica Bruno |October 10, 2014
You’ve likely heard of derivatives, but do you know exactly what they are? At their simplest, derivatives are financial contracts between two parties.
October 10, 2014
Before dipping into emerging markets, assess their growth outlooks.
By Sarah Cunningham-Scharf |October 9, 2014
1 min read
These words of wisdom come from famous people outside the realm of investing, but they can still help you and become better investors.
By Staff |October 7, 2014
Depending on your client’s investment objectives, risk tolerance and timeline, hedging against volatility may be a good strategy.
October 7, 2014
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