Advisor's Edge

Court case shows how much can go wrong with T5008 slip

A taxpayer was told he owed $4.1 million in taxes

By Jamie Golombek |June 12, 2020

4 min read

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

By Jim Otar |June 12, 2020

5 min read

Tracing the legacy of Covid-19

Relief from governments and central banks has been swift and immense. What happens now?

By Mark Burgess |June 12, 2020

6 min read

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

By Michelle Schriver |June 12, 2020

3 min read