News and resources for Canada's top financial advisors
Financial Planning
Think carefully before naming beneficiaries
November 24, 2013
1 min read
By ईलेन ब्लेड्स |November 24, 2013
By ਵਿਲਮੌਟ ਜਾਰਜ |November 24, 2013
Risk Management
Intellectual property and other intangible assets are often the most valuable pieces of your business. Here's how to protect them
By Patricia Harris |November 21, 2013
2 min read
Need to break the ice with clients about overlooking intangible assets?
November 21, 2013
A bypass trust lets you pass assets from one person to another while avoiding taxation.
By Terry F. Ritchie |November 20, 2013
Investing
Do you know how ETF tracking errors can weaken your returns?
By Staff |November 20, 2013
3 min read
Need to break the ice with clients about limiting ETF tracking error?
November 20, 2013
About one-third of family businesses don’t survive the transition from the first to second generation. Avoid these pitfalls.
By Allan Britnell |November 18, 2013
4 min read
Before you become a trustee, learn the rules you’ll have to play by.
By Elaine Blades |November 14, 2013
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