News and resources for Canada's top financial advisors
Living Benefits
Look a little harder before filing a claim
By Rita Silvan, Canadian Insurance Top Broker |April 1, 2016
3 min read
Planning and Advice
Susan Goldberg discusses how physician-assisted dying legislation affects estate planning.
By Susan Goldberg |March 31, 2016
4 min read
Every financial plan is subject to two budgets per year: one federal, one provincial.
By Dave Faulkner |March 30, 2016
Industry
BMO has named all of its corporate-class mutual funds, which are affected by a tax change in the 2016 federal budget.
By Staff |March 29, 2016
2 min read
Many people view retirement as a time to do all the things they couldn’t fit in while they were working – travelling, hanging out with family and friends, or taking up hobbies. But unexpected realities may put a crimp in retirement dreams.
By Camilla Cornell |March 23, 2016
Tax News
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly |March 21, 2016
1 min read
Two business owners must confront their long-ignored financial plan
By Dean DiSpalatro |March 18, 2016
15 min read
FINTRAC wants you to watch for these 17 signs
By Peter Zimmerman |March 18, 2016
A look at how Ontario calculates the amount for separating spouses
By Neil Maisel |March 18, 2016
The MFDA has assembled a toolkit for helping clients avoid investment fraud.
By Staff |March 16, 2016
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