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


What to know about making year-end donations

In certain cases, the total federal-provincial tax credit can represent more than half of the gift amount

By Rudy Mezzetta | December 5, 2023

3 min read

What to know before commuting a pension

The rules are complex, and so is your decision

By Doug Carroll | November 27, 2023

5 min read

Why a private mortgage needs an exit strategy

The private lending market has flourished as home prices skyrocketed

By Michelle Zadikian, The Canadian Press | October 30, 2023

4 min read

Financial advice from AI may be educational but not holistic, experts say

Hybrid model may provide better client outcomes

By Ritika Dubey, The Canadian Press | October 26, 2023

3 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

The yield on a 10-year U.S. Treasury reached 5%. Here’s why that matters

As one of the safest investments on the planet, U.S. Treasuries sway prices for all kinds of investments

By Stan Choe, The Associated Press | October 23, 2023

4 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

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