News and resources for Canada's top financial advisors
Estate Planning
More than half of Canadians (51%) say they have no last will and testament in place
By Staff |January 23, 2018
1 min read
How the process works
By Margaret O’Sullivan |December 15, 2017
4 min read
When the courts may interfere with a testator’s succession plan
By Keith Masterman and Asha Sivarajah |December 13, 2017
3 min read
Don't forget to discuss these year-end tax saving strategies with clients
By Staff |December 12, 2017
Advisor's Edge
Common pitfalls when caring for a property
By James Dolan |November 14, 2017
Understand which one offers a planning opportunity
By Wilmot George |November 1, 2017
Gifts or inheritances received during a marriage are generally excluded property, but not always
By Nathalie Boutet |November 1, 2017
Tips from experts
By Susan Goldberg |October 20, 2017
5 min read
Options for ownership
By Margaret O’Sullivan |October 20, 2017
6 min read
Tax reporting requirements for various dispositions
By Kevin Wark |October 13, 2017
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