October 2021

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The case for boring in a bull market of DIY geniuses

How to keep clients from psyching themselves out

By Al and Mark Rosen |October 4, 2021

3 min read

A Tax Court lesson in saving receipts

Expense claims are possible without receipts, but it’s an uphill battle

By Jamie Golombek |October 4, 2021

4 min read

From vine to portfolio: exploring passion assets

Three ways to diversify portfolios for wealthy clients

By Mark Burgess |October 4, 2021

9 min read

Do KYC profiles match client trading behaviour?

Researchers point to new ways of assessing risk

By Mark Burgess |October 4, 2021

3 min read

How much should an executor be paid?

If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive

By Rudy Mezzetta |October 4, 2021

3 min read

How to prepare for a home audit

Dealers shouldn’t be confronted with red flags upon entry to the home

By Michelle Schriver |October 4, 2021

2 min read

Client Confidential: Isaac Jonas

A resource economist adjusts to banking in Canada

By Melissa Shin |October 4, 2021

3 min read

Advisors should get ahead of the ESG backlash

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

By Mark Burgess |October 4, 2021

3 min read

Pandemic creates cross-border employment and tax riddle

Help this U.S.-based couple who moved to Canada to care for an elderly parent

By Suzanne Yar Khan |October 4, 2021

7 min read