Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover.


Does your employer have to provide Form T2200?

Employees need the form to claim home-office expenses this tax filing season

By Rudy Mezzetta |February 16, 2024

2 min read

How adult kids can start talking to their parents about wealth transfers

Lack of communication can create family chaos around inheritances

By Nina Dragicevic, The Canadian Press |February 6, 2024

4 min read

Boosting RRSP savings with a loan

Financial professionals weigh in on the risks of borrowing to invest

By Craig Wong, The Canadian Press |February 1, 2024

3 min read

Parents finally downsizing? How to help with the big move

It’s a dramatically different world from the last time they moved

By Nina Dragicevic, The Canadian Press |January 23, 2024

4 min read

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

3 min read

What is a covered call?

Options strategies can provide income in flat or down markets

By Suzanne Yar Khan |October 11, 2023

3 min read

What does a market-maker do?

Pulling back the curtain on ETF intermediaries

By Mark Burgess |October 11, 2023

3 min read

Embrace volatility with dollar-cost averaging

DCA helps investors weather the storms of fluctuating prices

By Susan Goldberg |April 6, 2018

5 min read

1 2 3 87