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Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Clients like you, they really like you—and that’s a problem

There's a shadow side to likability

  • May 11, 2018 September 7, 2018
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Move over CRM2: MFDA proposes total cost disclosure

Initial industry reaction to the SRO's discussion paper

  • April 25, 2018 September 4, 2018
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Who helps you create and review your financial plan?

Find out who advises these advisors

  • April 13, 2018 September 7, 2018
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When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement

  • April 13, 2018 September 7, 2018
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whistle-blow

The way the whistle blows

Comparing the success of investor protection programs in Canada and the U.S.

  • September 21, 2018 September 20, 2018
  • 12:00

Doubling down on a losing investment

Mistake or sage manoeuvre?

  • July 13, 2018 September 10, 2018
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Why investing in REITs requires caution

Regulatory notice does little to address reporting concerns

  • June 18, 2018 September 21, 2018
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Investor protections keep crumbling

Livent case casts doubt on shareholder rights

  • May 11, 2018 September 7, 2018
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Australia-opera-house

The (potential) future of advice reforms

Compared to what’s happening in Australia, CSA’s June missives are meek

  • September 21, 2018 September 20, 2018
  • 12:00

Straddles and strangles: a primer

Use these strategies to protect downside and capture upside

  • November 24, 2017 September 10, 2018
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Why Advisor’s Edge will be reborn in 2018

Just in time for its 20th birthday, Advisor’s Edge is being reborn. Advisor’s Edge was founded in 1998 as a resource to help you ask…

  • November 16, 2017 September 7, 2018
  • 10:15

How to personalize inflation

Tell a Toronto homebuyer or an Iqaluit grocery shopper that inflation is just 1%, and they’ll laugh in your face. That’s because official inflation numbers…

  • October 13, 2017 September 4, 2018
  • 00:01
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Tax & Estate Planning

Margaret O’Sullivan

lock-key-secure-safe

Keep estate planning documents safe

A key consideration that’s often overlooked

  • September 21, 2018 September 20, 2018
  • 12:00

Powers of attorney for the mobile client

Preventing estate problems when a client lives in multiple jurisdictions

  • July 13, 2018 September 10, 2018
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How U.S. personal tax changes affect estate planning

An overview of major changes impacting Canadians with U.S. connections

  • May 8, 2018 September 10, 2018
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Help clients appoint a guardian for minor children

How the process works

  • December 15, 2017 September 10, 2018
  • 10:25
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Tax & Estate Planning

Doug Carroll

calculator

Estimating the cost of CPP additions for employees

Here’s what we can expect to pay under the new system

  • September 21, 2018 September 20, 2018
  • 12:00

Can you rely on archived CRA communications?

What the agency says

  • July 13, 2018 September 10, 2018
  • 00:00

Goodbye tax on tax

What Ontario’s surtax elimination means

  • May 11, 2018 September 7, 2018
  • 00:00

Why to abandon, not expand, the RRSP Home Buyers’ Plan

A tax expert does the math

  • February 17, 2018 September 7, 2018
  • 00:10