Advisor to client

Top Stories in Advisor to Client

Understanding dividends

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

Budgeting help for New Girl’s Nick Miller

Here's how Nick can pay down his debt and create a more organized financial future.

How New Girl’s Nick Miller can stop fearing finance

Nick Miller is great at sleeping in, bartending and being a grumpy thirty-something in Los Angeles, but he’s deplorable with money.

Parental leave boosted to 18 months

There's also a new 15-week benefit for caregivers.

Taxes if you’re unemployed, part II

Be aware of these tax tips if you were unemployed

Tips for filing your 2016 taxes

What’s new for this tax filing year? Find out here

Splicing robotics into your portfolio

Hoping to capitalize on technological disruption? Consider investing in robots

What is the alternative minimum tax?

Do you pay the alternative minimum tax? There are ways to reduce it

Tax tips for Canadians between jobs

Consult these tax reporting tips if you lost your job

Try these divesting strategies

Manage your own portfolio? Learn about divestment from these portfolio managers

Why you should plan for a longer retirement

It’s no secret you'll likely live longer than you expect — perhaps spending up to 30 years in retirement

  • By: Staff
  • February 16, 2017 February 16, 2017
  • 00:00

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

Reality of stock markets includes volatility

Stock markets are always moving, and that can be a good thing

  • By: Sharon Ho
  • May 7, 2018 September 9, 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

How to claim the principal residence exemption

Be sure to comply with new designation rules

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

Renovate your home for aging in place

Cost considerations for aging at home

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.