News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Estate trustees are fiduciaries
By Keith Masterman |May 30, 2017
5 min read
Industry
All incorporated small business owners eventually must decide how to pay themselves
By Curtis Davis |May 26, 2017
Tax News
Answer common client questions about OAS reductions
By Jacqueline Power |May 25, 2017
4 min read
Help clients know their rights when it comes to owning real property with a partner
By Nathalie Boutet |May 25, 2017
Case demonstrates why to report on both sides of the border
By Jamie Golombek |May 19, 2017
3 min read
Take advantage of a suite of benefits
By Staff |May 19, 2017
Market Insights
The advisor’s perspective
By Curtis Davis |May 19, 2017
7 min read
Client profile Emily Salvatore, 29, and Nicole Franken*, 30, have been friends for two decades. Both women save about $9,000 of the $50,000 they make a year, but Emily’s job as a supply teacher is precarious. She’s been getting by on contracts for three years during a hiring freeze at the school board. Nicole is […]
By Susan Goldberg |May 12, 2017
6 min read
How do new PRE rules introduced in October 2016 change things?
By Wilmot George |May 1, 2017
Clients using the Ontario Disability Support Program can soon hold larger amounts in liquid assets without the program clawing back their benefits.
By Simon Doyle |April 27, 2017
2 min read
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