September 2019

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What to expect as title regulation extends to Ontario

Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.

September 20, 2019

11 min read

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

By Jamie Golombek |September 20, 2019

3 min read

Cut a long story short

Craft a compelling narrative about yourself, and put it where everyone will see it

By Gil Martinez |September 20, 2019

2 min read

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

By Mark Burgess |September 20, 2019

3 min read

How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

By James Dolan |September 20, 2019

3 min read

Protecting portfolios from climate risk

Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.

By Mark Burgess |September 20, 2019

12 min read

Is value investing broken?

Patience has a price

By Mark Yamada |September 20, 2019

4 min read

Client Confidential: Christine Sharma

A homeowner at 25

By Susan Goldberg |September 20, 2019

3 min read