Advisor's Edge

Decoding your clients

Advisor's Edge

Decoding your clients

How technology and genetics will impact financial planning

By Mark Burgess |October 25, 2019

11 min read

Decorative pattern

Advisor's Edge

Your client wants to leave her defined benefit pension. How can she turn it into cash?

A tale of two cousins

By Lea Koiv and Alexandra Macqueen |September 20, 2019

4 min read

What to expect as title regulation extends to Ontario

Advisor's Edge

What to expect as title regulation extends to Ontario

Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.

September 20, 2019

11 min read

A happy ending for another Form T1135 debacle

Advisor's Edge

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

By Jamie Golombek |September 20, 2019

3 min read