News and resources for Canada's top financial advisors
Advisor's Edge
A tale of two cousins
By Lea Koiv and Alexandra Macqueen |September 20, 2019
4 min read
Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.
September 20, 2019
11 min read
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
Craft a compelling narrative about yourself, and put it where everyone will see it
By Gil Martinez |September 20, 2019
2 min read
Advisors weigh in
Advisors have every reason to boost sustainable investing knowledge
By Mark Burgess |September 20, 2019
Executors may have to balance conflicting interests
By James Dolan |September 20, 2019
Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.
12 min read
Patience has a price
By Mark Yamada |September 20, 2019
A homeowner at 25
By Susan Goldberg |September 20, 2019
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