July 2018

Month

Decorative pattern

Tips on explaining tough financial concepts to clients

Advisors speak from experience

July 13, 2018

2 min read

Putting partners to the test

Putting partners to the test

Considerations when choosing your better half

July 13, 2018

9 min read

Help adult children who return to the nest

Help adult children who return to the nest

Get ahead of the intergenerational wealth transfer by adding clients’ kids and grandkids to your book

By Katie Keir |July 13, 2018

5 min read

Expert confidential: Dr. Arlin Pachet

Expert confidential: Dr. Arlin Pachet

What to expect in a capacity assessment

By Susan Goldberg |July 13, 2018

3 min read

Can you rely on archived CRA communications?

Can you rely on archived CRA communications?

What the agency says

By Doug Carroll |July 13, 2018

2 min read

Want to integrate ESG factors into investments? Try emojis

Want to integrate ESG factors into investments? Try emojis

Equity managers at a French asset management company found a novel way to communicate ESG factors

By Mark Burgess |July 13, 2018

2 min read

When investment tips seem too good to be true

When investment tips seem too good to be true

A Court of Appeal for Ontario ruling earlier this year made it easier to establish liability in insider trading cases

By Katie Keir |July 13, 2018

6 min read

Tax savings for summer camps

Tax savings for summer camps

How to claim the child care expense deduction

By Curtis Davis |July 13, 2018

4 min read

Your part in Canada’s plan to boost financial literacy

Your part in Canada’s plan to boost financial literacy

Inadequate financial literacy can lead to a lack of financial confidence

By Katie Keir |July 13, 2018

3 min read

How much power do beneficiaries actually have?

How much power do beneficiaries actually have?

Beneficiaries have a right to understand the bequest they may be entitled to

By James Dolan |July 13, 2018

4 min read

More from 2018

AE April 2018 cover