Latest columns in Columnists
Investments
Al and Mark Rosen
The case for boring in a bull market of DIY geniuses
How to keep clients from psyching themselves out
- October 4, 2021 October 4, 2021
- 17:37
Home bias isn’t all bad
Are your clients invested too much in Canada?
- March 12, 2021 March 12, 2021
- 09:00
Welcome to the new investor wasteland
Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense
- February 5, 2021 February 3, 2021
- 10:00
Tax & Estate Planning
Jamie Golombek
A Tax Court lesson in saving receipts
Expense claims are possible without receipts, but it’s an uphill battle
- October 4, 2021 October 4, 2021
- 16:30
Instalment payments for clients who owe taxes
There are three options used to determine how much taxpayers need to pay each quarter
- May 11, 2021 May 11, 2021
- 09:30
Helping clients through a challenging tax season
Tips for the month ahead
- March 12, 2021 March 12, 2021
- 09:00
Claiming home office expenses under the CRA’s new rules
Which method is best for your clients?
- February 5, 2021 February 3, 2021
- 10:00
News
Mark Burgess
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.
- October 4, 2021 October 4, 2021
- 16:30
Choose your foes wisely
Financial services are vulnerable to populism
- January 29, 2021 February 5, 2021
- 09:29
What a K-shaped recovery means for your book
Demand for advice may be greater than ever, but your book doesn’t grow based on need
- October 28, 2020 November 3, 2020
- 09:59
Investments
Mark Yamada
SPACs: Blind investing or investing blind?
Why blank cheque companies may not be right for your clients
- October 4, 2021 October 4, 2021
- 16:30
Bitcoin: Disruptive technology or digital Beanie Baby?
Putting cryptocurrencies in perspective
- July 23, 2021 July 26, 2021
- 16:12
Tax & Estate Planning
Curtis Davis
RESPs are a perfect opportunity to build relationships
Students need financial planning, too
- October 4, 2021 October 4, 2021
- 16:30
Home or cottage: Which should be a principal residence?
Knowing the answer can help maximize your client’s wealth
- May 11, 2021 May 11, 2021
- 09:30
Help clients transfer global pensions to Canada
Three steps for assessing eligibility
- March 12, 2021 March 12, 2021
- 09:00
Proactive tax planning for 2021
Take these steps to help clients manage tax on pandemic benefits
- February 5, 2021 February 2, 2021
- 10:00
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