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Latest columns in Columnists
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
- 00:00
Move over CRM2: MFDA proposes total cost disclosure
Initial industry reaction to the SRO's discussion paper
- April 25, 2018 September 4, 2018
- 00:00
Who helps you create and review your financial plan?
Find out who advises these advisors
- April 13, 2018 September 7, 2018
- 00:00
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
- 00:00
> Investments
Al and Mark Rosen
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
- 00:00
Why investing in REITs requires caution
Regulatory notice does little to address reporting concerns
- June 18, 2018 September 21, 2018
- 00:00
Investor protections keep crumbling
Livent case casts doubt on shareholder rights
- May 11, 2018 September 7, 2018
- 00:00
> News
Melissa Shin
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
- 00:00
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
> Tax & Estate Planning
Margaret O’Sullivan
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
- 00:00
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
- 00:00
Help clients appoint a guardian for minor children
How the process works
- December 15, 2017 September 10, 2018
- 10:25
> Tax & Estate Planning
Doug Carroll
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
Why to abandon, not expand, the RRSP Home Buyers’ Plan
A tax expert does the math
- February 17, 2018 September 7, 2018
- 00:10
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