News and resources for Canada's top financial advisors
Financial Planning
Business partners should consider the following what ifs, even if they think they know each other well.
By Suzanne Sharma |January 7, 2014
2 min read
Tax
Inheriting property can be a nice financial boon, but when that property is outside of Canada, it can also be big headache on the tax front.
By Dean DiSpalatro |January 6, 2014
3 min read
Investing
When dollar-cost averaging is a good thing—and when it could hurt you.
January 6, 2014
As part of the Investor Education Fund’s financial literacy campaign, CTV News Toronto’s Pat Foran has five tips to help you achieve your financial goals
By Staff |January 6, 2014
1 min read
Need to break the ice with clients about inheriting foreign property?
Risk Management
Planning for the possible death of an owner is one of the most difficult tasks business people will confront. Here are four ways to plan.
By Chris Ireland |January 3, 2014
It’s time to start thinking about any properties you put into trust 20 years ago.
By Dean DiSpalatro |January 2, 2014
4 min read
Where should you spend the winter? These questions will help you decide.
January 2, 2014
Here’s what you need to know about guarding your online legacy.
December 31, 2013
Need to break the ice with clients about estate planning and their digital legacy?
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