Tax

Clients foggy on tax hit on investments

Despite the anxiety that often accompanies tax season, almost half of Canadians take the do-it-yourself approach to doing taxes. There are instances, however, where they need to rely on professional advice.

By Vikram Barhat |April 8, 2013

3 min read

Drawing down

If you’re wondering what’s in the retirement market for you as a financial advisor, the answer is: Plenty.

By Daryl Diamond |April 8, 2013

5 min read

Help clients through bankruptcy

Your client just lost her clothing design business, her sole source of income.

April 5, 2013

2 min read

When an executor declines

Your client’s executor isn’t up for the task. Now what?

By John Lorinc |April 5, 2013

8 min read