News and resources for Canada's top financial advisors
Planning and Advice
Problem highlights importance of prenuptial agreements
By The Canadian Press |December 13, 2018
3 min read
Estate Planning
Advisors can help separating clients by maintaining emotional distance
By Nathalie Boutet |December 4, 2018
And how to communicate that value to clients
December 4, 2018
4 min read
A memo to Bill Morneau asks for a higher contribution age and accumulation limit
By Staff |November 30, 2018
2 min read
Dividend payments, share redemptions and executive compensation packages could be restricted
By Yaelle Gang, Canadian Investment Review |November 30, 2018
A CFIB survey suggests there's plenty of work to be done
By Staff, with files from The Canadian Press |November 28, 2018
Helping clients with a complex decision
By Lea Koiv and William C. Kennedy |November 28, 2018
7 min read
The answer might surprise you
November 28, 2018
6 min read
Advisor's Edge
Clients’ career paths are becoming less straightforward, and you need to adapt
By Katie Keir |November 28, 2018
5 min read
Market Insights
Being overweight domestic equities can be a problem
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