May 2022

Month

Advisor's Edge

An inconvenient truth about ESG investing

Widespread awareness has not translated into widespread impact

By Mark Yamada |May 9, 2022

4 min read

Advisor's Edge

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

By Jamie Golombek |May 9, 2022

4 min read

Advisor's Edge

What is a net-zero portfolio?

As companies pledge to eliminate emissions, clients may be asking for portfolios that do the same

By Michael McKiernan |May 9, 2022

4 min read

Advisor's Edge

Breaking down the ‘executor’s year’

Some beneficiaries are entitled to interest on their inheritance starting one year after death

By Rudy Mezzetta |May 9, 2022

3 min read

Advisor's Edge

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

By Melissa Shin |May 9, 2022

2 min read

Advisor's Edge

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

By Suzanne Yar Khan |May 9, 2022

7 min read

Advisor's Edge

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

By Mark Burgess |May 9, 2022

3 min read

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Advisor's Edge

Acting as attorney for property when your client is family

Best practice calls for separate roles

By Michelle Schriver |May 9, 2022

2 min read

Advisor's Edge

Do corporate spinoffs reward shareholders?

Creating value by shrinking

By Al and Mark Rosen |May 9, 2022

3 min read

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