News and resources for Canada's top financial advisors
Estate Planning
The consequences of not having a will
By Elaine Blades |October 21, 2016
4 min read
Understanding the rules
By Elaine Blades |March 18, 2016
5 min read
Gifting assets during one’s lifetime is fraught with legal and tax traps
By Elaine Blades |November 27, 2015
Financial Planning
You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive
By Elaine Blades |November 20, 2015
Investing
If you're a trustee, ensure you have the mandate to establish ethical investment principles
By Elaine Blades |October 23, 2015
Address the downside of inherited wealth
By Elaine Blades |September 18, 2015
Tax
You want to ensure your estate is transferred in a tax-efficient manner and your wealth transfer does more good than harm.
By Elaine Blades |September 16, 2015
Ask clients these 10 questions during reviews
By Elaine Blades |June 26, 2015
3 min read
Do you need to update your estate plan?
By Elaine Blades |June 19, 2015
1 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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