News and resources for Canada's top financial advisors
Estate Planning
Parents are helping children buy houses and start businesses
By Maddie Johnson |November 23, 2021
2 min read
Tax Strategies
A sample case illustrates the impacts for the surviving spouse
By Keith Masterman |November 22, 2021
5 min read
Tax News
Find out how much clients can contribute
By Rudy Mezzetta |November 17, 2021
3 min read
Jamie Golombek breaks down the government's priorities
By Maddie Johnson |November 17, 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
Industry
Feds' $100 cap on fees for helping clients apply for the DTC was set to become effective Nov. 15
By Rudy Mezzetta |November 5, 2021
Market Insights
Report suggests investors consider delaying purchases until after distributions are made
By Rudy Mezzetta |November 4, 2021
Advisor's Edge
From sports memorabilia to vintage cars, treasured items require special attention
By Rudy Mezzetta |November 2, 2021
Keeping it in the family and maintaining harmony
By Akua Carmichael |November 2, 2021
4 min read
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