News and resources for Canada's top financial advisors
Est. 1998
Investments
When activist investors and boards go to battle, focus on your clients’ interests
March 14, 2024
3 min read
There may be more behind analysts’ recommendations
December 15, 2023
Investors should still stick with transition-focused investments
September 15, 2023
It’s tough to take patriotism to the bank
June 20, 2023
Tax & Estate
Make sure cross-border clients know the rules and avoid a tax surprise
December 5, 2023
4 min read
Case study explains the consequences
September 27, 2023
Tax tips when tapping the Bank of Mom and Dad
March 31, 2023
Indexing helps your clients’ after-tax income keep pace
November 7, 2022
Help clients get the maximum benefit from these accounts
October 10, 2023
6 min read
Help clients realize a capital loss while maintaining market exposure
April 26, 2023
5 min read
Transactions, including property flipping, require proper tax reporting
January 6, 2023
A client scenario illustrates whether withholding taxes apply
August 15, 2022
Selecting investments with predictable patterns of gains and losses can help keep you invested
March 7, 2024
Use these tools to challenge your existing views
2 min read
Establishing clear values and objectives can help prevent mistakes
October 25, 2023
Planning and Advice
A client’s social status may affect how they invest
February 15, 2024
Applying lessons from the marketing world to financial advice
December 20, 2023
Understanding how decisions are made can make us better advisors
October 23, 2023
Your client may have a trust and not know it
February 8, 2024
Understand the effects of beneficiary designations on tax after death
November 15, 2023
A client scenario illustrates pitfalls to avoid with proper planning
August 30, 2023
February 5, 2024|4 min read
November 28, 2023|4 min read
January 17, 2024|4 min read
October 26, 2023|4 min read
Insurance
October 18, 2023|4 min read
June 2, 2023|5 min read
January 28, 2022|3 min read
December 9, 2021|5 min read
May 14, 2021|5 min read
July 30, 2020|3 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
May 7, 2020|3 min read
October 12, 2018|5 min read
Tax Strategies
December 13, 2023|3 min read
June 6, 2023|5 min read
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