Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover. Investing Strategy for consistent performance is often most difficult one to adopt Don’t let behavioural biases impede your investment success By Coreen Sol |May 7, 2024 4 min read Financial Planning Renovating on a budget Inflation, higher interest rates add to the financial challenges By Sammy Hudes, The Canadian Press |April 25, 2024 4 min read Tax What is a qualifying home under FHSA rules? A broad range of residential property counts By Rudy Mezzetta |April 11, 2024 5 min read Tax Is holding a mortgage in your RRSP a good idea? Tax rules allow homeowners to hold their mortgage in a registered plan if certain conditions are met By Rudy Mezzetta |March 19, 2024 3 min read Investing 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 Financial Planning 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 Tax Payment deadline nears for prescribed-rate loans Failing to pay this interest can unwind the income-splitting strategy associated with the loan By Rudy Mezzetta |January 22, 2024 2 min read Financial Planning Here are the changes to CPP deductions starting in 2024 The CPP now includes a new, second earnings ceiling By Ritika Dubey, The Canadian Press |January 2, 2024 2 min read