December 2017

Month

Advisor's Edge Report

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

By Lea Koiv |December 15, 2017

7 min read

Advisor's Edge Report

Year-end tips for tax-loss selling

How, when and why to ditch a loser

By Jamie Golombek |December 15, 2017

3 min read

Advisor's Edge Report

The best is yet to come

This is your last issue of Advisor’s Edge Report. Rest assured, this content isn’t going away; it’s being repackaged. Allow us to explain. Advisor’s Edge Report was launched in 2005 as a companion to Advisor’s Edge, our flagship publication. AER has since evolved into a newspaper that provides in-depth technical analysis on tax, estate, investment, […]

By Melissa Shin |December 15, 2017

2 min read

Advisor's Edge Report

Who is Canada’s Receiver General?

Where that tax payment goes

By Simon Doyle |December 15, 2017

3 min read

Advisor's Edge Report

Coming soon: MFDA continuing education

If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]

By Michelle Schriver |December 15, 2017

5 min read