News and resources for Canada's top financial advisors
When they use outside management, fund companies have ways of ensuring the managers with whom they trust investors’ money know what they’re doing
By Evelyn Juan | June 21, 2015
4 min read
Investing in a friend’s business involves business and relational risks.
By Evelyn Juan | May 8, 2015
Investing in a private venture involves business and relational risks
By Evelyn Juan | May 1, 2015
How to manage the legal and financial implications of a relationship when it comes to property.
By Evelyn Juan | April 23, 2015
3 min read
Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”
By Evelyn Juan | April 10, 2015
Jodi and Alex* live in a four-bedroom home in Windsor, Ont., with their two sons, but want to invest in a one-bedroom condo in Toronto.
By Evelyn Juan | March 28, 2015
You need to know how CRA would view revenues from the condo’s rental income and what would trigger an audit.
By Evelyn Juan | March 6, 2015
5 min read
Planning and Advice
How should this advisor help two first-time business owners?
By Evelyn Juan | February 6, 2015
2 min read
Richardson GMP advisors Mark Farris and Warren Andrukow, whose teams collectively oversaw about $360 million in assets, have jumped to RBC.
By Evelyn Juan | November 17, 2014
Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.
By Evelyn Juan | November 14, 2014
MFDA advisors might soon find themselves subject to higher proficiency standards.
By Evelyn Juan | November 6, 2014
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