News and resources for Canada's top financial advisors
Advisor's Edge
Steps to limit tax in other jurisdictions
By Margaret O’Sullivan |February 25, 2019
3 min read
Advice for advisors selling their books
February 22, 2019
9 min read
These wealthy clients haven’t planned for the future
By Suzanne Yar Khan |December 19, 2018
8 min read
The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he met his wife, Grace,* now an accomplished surgeon, in their graduating year (1990). They worked separately at various Ontario hospitals and clinics for nine years. Neither was incorporated. In 2000, […]
By Stuart Dollar |December 19, 2018
5 min read
Clients’ career paths are becoming less straightforward, and you need to adapt
By Katie Keir |November 28, 2018
What to look for when analyzing statements
By Al and Mark Rosen |November 28, 2018
Examining an alternative to trusts
By Margaret O’Sullivan |November 28, 2018
4 min read
Why this feat is so difficult
By Mark Yamada |November 28, 2018
Adapting process and culture to survive in the age of tech
By Mark Burgess |November 28, 2018
New rules mean taking steps before Dec. 31
By Jamie Golombek |November 28, 2018
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.