News and resources for Canada's top financial advisors
Advisor's Edge
A taxpayer was told he owed $4.1 million in taxes
By Jamie Golombek |June 12, 2020
4 min read
Using historical returns to forecast a recovery
By Jim Otar |June 12, 2020
5 min read
Relief from governments and central banks has been swift and immense. What happens now?
By Mark Burgess |June 12, 2020
6 min read
Advisors share strategies for working with a conservative retiree
By Michelle Schriver |June 12, 2020
3 min read
This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]
By Susan Goldberg |June 12, 2020
With a child and a possible career change on the way, this couple needs a financial plan
By Suzanne Yar Khan |March 27, 2020
9 min read
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
By Margaret O’Sullivan |March 27, 2020
A cave diver discusses death and taxes
By Susan Goldberg |March 27, 2020
Data and personalization are changing the business. Where does the advisor fit in?
By Michelle Schriver |March 27, 2020
ETF growth is building proxy power for passive managers
By Mark Yamada |March 27, 2020
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