News and resources for Canada's top financial advisors
Estate Planning
Factors to consider when setting aside funds for minors
By Rebecca Hett |December 9, 2021
5 min read
A client scenario with a family cottage shows the importance of planning
By Vivek Bansal |December 3, 2021
4 min read
Complex relationships are increasing the risk of litigation
By Staff |November 29, 2021
2 min read
Use these tips to make the most of a donation tax credit
By Jacqueline Power |November 23, 2021
Parents are helping children buy houses and start businesses
By Maddie Johnson |November 23, 2021
The collaboration provides clients who need basic estate planning an affordable, online option
By Staff |November 16, 2021
1 min read
Some want to see loved ones enjoy their inheritance, while others are motivated by financial need
Advisor's Edge
From sports memorabilia to vintage cars, treasured items require special attention
By Rudy Mezzetta |November 2, 2021
3 min read
Keeping it in the family and maintaining harmony
By Akua Carmichael |November 2, 2021
Experts divided over whether streamlined application forms will make applying easier
By Rudy Mezzetta |October 28, 2021
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