News and resources for Canada's top financial advisors
Advisor's Edge
If your business-owner client uses these trusts, special planning is required
By Kevin Wark |October 25, 2019
4 min read
The pros and cons of two (or more) people managing an estate
By James Dolan |October 25, 2019
3 min read
Estate Planning
Complex families can have complex needs
By Jacqueline Power |October 16, 2019
Both parties say they’ll help voters pay for improvements to their homes
By Greg Dalgetty |September 25, 2019
2 min read
Executors may have to balance conflicting interests
By James Dolan |September 20, 2019
Key considerations when advising business-owner clients
By Mark Groulx |September 18, 2019
Legislation affects disclosures on trusts, real estate and corporations
By Margaret O’Sullivan |September 16, 2019
A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients
By Staff |August 22, 2019
A court decision in Nova Scotia has implications for estate planning
By Keith Masterman |August 19, 2019
Advisors’ influence on family unity is growing
July 31, 2019
5 min read
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