Advisor to client

Top Stories in Advisor to Client

Hands Giving & Receiving Money

How an interest rate rise affects prescribed loans

Watch for effects on spousal and employee loans

  • By: Doug Carroll
  • September 18, 2017 September 9, 2018
  • 00:00
Moving boxes in new house. Real estate concept.

What you should know before buying your first home

What to expect from your advisor as you go through the process

Home For Sale Real Estate Sign in Front of Beautiful New House.

How to claim the principal residence exemption

Be sure to comply with new designation rules

Commodity indices

How ETFs choose their indexes

Index-tracking ETFs are exploding. Here's how they work

Financial advice for your favourite TV characters

Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our…

  • By: Staff
  • June 7, 2017 August 9, 2018
  • 00:00

How Game of Thrones’ Tyrion Lannister can capitalize on his cleverness

Now that he can’t access his family’s fortune, how can he secure his luxurious lifestyle?

How to read new ETF fact sheets

As a retail investor, there are a few things to look for when it comes to ETFs

  • By: Katie Keir
  • May 18, 2017 August 16, 2018
  • 00:00

Tax filing for parents

How parents can file to benefit from a suite of tax advantages

  • By: Staff
  • May 15, 2017 October 9, 2018
  • 00:00

Renovate your home for aging in place

Cost considerations for aging at home

Eyeing Canadian cannabis stocks?

Beware of the risks of investing in startups

2 Broke Girls don’t have to be broke

Advisor to Client asked two business planning experts how the friends can structure their two businesses for success.

What to do about RRSP overcontributions

What you can do to minimize penalties

  • By: Staff
  • April 17, 2017 April 17, 2017
  • 00:00

I want to trade options. What is delta?

Delta, one of the Greeks, is a measure for options trading

What is a low-volatility investment?

Tips for managing risk in uncertain times

  • By: Sharon Ho
  • May 8, 2018 September 12, 2018
  • 07:00

Why bond markets go up and down

A look at the factors

  • By: Sharon Ho
  • May 8, 2018 February 24, 2019
  • 00:00

The reasons that markets move

Read our explainer articles to understand market ups and downs

  • By: Staff
  • May 7, 2018 September 10, 2018
  • 00:00

ETFs just turned 30, and investors are taking note

Investors plan to increase their holdings in ETFs or invest in ETFs for the first time, according to a survey

What the debt-to-asset ratio reveals about financial distress

New StatsCan study finds debt-to-asset reveals more than debt-to-income

  • By: Staff
  • June 26, 2019 June 26, 2019
  • 10:55

How advisors help in choppy markets

There’s value in having a financial advisor to guide you—especially when markets are bumpy

Why you can’t always rely on T-slips

If something looks off, double-check your slip

Understanding dividends

Understand what a dividend is, and how various types are taxed

Case study: When someone dies before making a will

What to do

Modern Family’s Claire Dunphy gets succession planning help

Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business…

Why you need to build a company that can run without you

Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.

Help clients manage through divorce

Divorce is never easy, so your clients may lean on you if their marriages break down

  • By: Staff
  • October 3, 2016 August 1, 2018
  • 00:00