Advisor's Edge

Ontario’s new probate process for small estates is easier

Advisor's Edge

Ontario’s new probate process for small estates is easier

New rules may allow more executors without a legal background to apply for probate

By Rudy Mezzetta |May 11, 2021

3 min read

Home or cottage: Which should be a principal residence?

Advisor's Edge

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

By Curtis Davis |May 11, 2021

3 min read

Client Confidential: Jake Goertzen

Advisor's Edge

Client Confidential: Jake Goertzen

A Winnipeg truck driver discusses financial advice and the road to retirement

By Derek Clouthier |May 11, 2021

4 min read

The power of sector-specific ESG analysis

Advisor's Edge

The power of sector-specific ESG analysis

One size does not fit all when it comes to assessing companies’ risks

By Alizée Calza |May 11, 2021

5 min read