Advisors should be wary of conflicts when reviewing stock ratings

There may be more behind analysts’ recommendations

December 15, 2023

3 min read

Some energy firms are quietly separating their ESG businesses

Investors should still stick with transition-focused investments

September 15, 2023

3 min read

Beware the Canadian corporate champion

It’s tough to take patriotism to the bank

June 20, 2023

3 min read

Should advisors ride the coattails of activist investors?

Lack of long-term gains might mean it’s time to exit a stock instead

March 31, 2023

3 min read

Inheriting U.S. individual retirement accounts

Make sure cross-border clients know the rules and avoid a tax surprise

December 5, 2023

4 min read

The cost of TFSA contributions for non-residents

Case study explains the consequences

September 27, 2023

3 min read

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

March 31, 2023

3 min read

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

November 7, 2022

3 min read

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

October 10, 2023

6 min read

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

April 26, 2023

5 min read

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

January 6, 2023

4 min read

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

August 15, 2022

4 min read

Buckle up: Money’s wild ride through the world of social identity

A client’s social status may affect how they invest

February 15, 2024

3 min read

Understanding clients means helping them feel in control

Applying lessons from the marketing world to financial advice

December 20, 2023

3 min read

How our five brains affect financial advice

Understanding how decisions are made can make us better advisors

October 23, 2023

3 min read

Defining trusts for tax reporting and compliance

Your client may have a trust and not know it

February 8, 2024

5 min read

RRSPs and estate administration

Understand the effects of beneficiary designations on tax after death

November 15, 2023

6 min read

RESPs and blended families

A client scenario illustrates pitfalls to avoid with proper planning

August 30, 2023

5 min read

Understanding the role of bonds in retirement portfolios

For better client outcomes, move beyond the common asset allocation advice

February 5, 2024

4 min read

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

November 28, 2023

4 min read

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