News and resources for Canada's top financial advisors
Estate Planning
Find out how income sprinkling measures apply to inherited property
By Frank Di Pietro |February 22, 2018
5 min read
Tax News
Canadian residents who aren’t U.S. citizens may be surprised to know that U.S. estate tax can apply to them
By Max Reed |February 20, 2018
6 min read
Renouncing is a personal decision with a number of pros and cons
Advisor's Edge
A tax expert does the math
By Doug Carroll |February 17, 2018
3 min read
A will kit might be free or inexpensive, but it might not be valid
By Tim Brisibe |February 9, 2018
A recent case offers lessons for claiming employee expenses
By Jamie Golombek |January 25, 2018
Industry
What to think about before clients buy in a foreign market
By Curtis Davis |January 18, 2018
Advisor's Edge Report
What clients need to know when commuting a DB pension
By Lea Koiv |December 15, 2017
7 min read
How, when and why to ditch a loser
By Jamie Golombek |December 15, 2017
A look at the financial, tax and intangible considerations
By Curtis Davis |December 15, 2017
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