News and resources for Canada's top financial advisors
The U.K.’s decision has sent shockwaves through global markets. How worried should you be?
By Dean DiSpalatro | June 24, 2016
4 min read
Expectations have changed a lot this year, but investors need to think about the bigger picture.
By Dean DiSpalatro | June 15, 2016
2 min read
Last week IIROC released an updated version of its CRM2 FAQs. Get up to speed on the SRO's requirements.
By Dean DiSpalatro | June 7, 2016
6 min read
Raymond James' acquisition of 3Macs is symptomatic of a broader industry trend.
By Dean DiSpalatro | May 30, 2016
It's not as straightforward as you may think.
By Dean DiSpalatro | May 17, 2016
There’s an option for every type of client
By Dean DiSpalatro | May 13, 2016
9 min read
Be on your guard before you buy that block of high-yield bonds.
By Dean DiSpalatro | May 12, 2016
There are better ways to maximize returns.
By Dean DiSpalatro | May 10, 2016
A professor from Beijing explains.
But with careful planning, you can keep U.S. taxpayer clients’ PFIC headaches to a minimum.
By Dean DiSpalatro | May 6, 2016
Bugs and bears square off on whether this metal really is precious.
By Dean DiSpalatro | May 3, 2016
10 min read
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read