News and resources for Canada's top financial advisors
Advisor's Edge
Inadequate financial literacy can lead to a lack of financial confidence
By Katie Keir |July 13, 2018
3 min read
Beneficiaries have a right to understand the bequest they may be entitled to
By James Dolan |July 13, 2018
4 min read
The Tax Court ruled on interest deductibility relating to returns of capital used for personal purposes
By Jamie Golombek |July 13, 2018
Preventing estate problems when a client lives in multiple jurisdictions
By Margaret O’Sullivan |July 13, 2018
5 min read
Mistake or sage manoeuvre?
By Al and Mark Rosen |July 13, 2018
Client who might live to 100 has questions
By Suzanne Yar Khan |July 13, 2018
9 min read
Evaluating risk to achieve a goal
By Mark Yamada |July 13, 2018
Read the tips we gathered from clients and advisors across Canada
By Staff |June 21, 2018
2 min read
Help clients open up
By Mark Burgess |June 18, 2018
A way to maintain your relationships with clients
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