News and resources for Canada's top financial advisors
Advisor's Edge
The latest court case highlights the importance of filing on time
By Jamie Golombek |February 7, 2020
4 min read
Living Benefits
Former cabinet minister John Manley lost a case contesting a policy's "triggering event"
By Doug Carroll |January 28, 2020
3 min read
Estate Planning
Help your client choose a vacation property with these tips
By Keith Masterman |December 18, 2019
How passive income rules factor in to the decision
By Curtis Davis |November 29, 2019
A taxpayer deposited a cheque into the wrong account
By Jamie Golombek |November 29, 2019
More on pension income splitting for the year of death
By Wilmot George |November 15, 2019
A Tax Court case shows the difference for taxation
By Jamie Golombek |October 25, 2019
New considerations for incorporated small business owners
By Curtis Davis |October 25, 2019
Tips for serving clients of all ages
October 25, 2019
6 min read
Complex families can have complex needs
By Jacqueline Power |October 16, 2019
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