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Sheltering

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

  • July 30, 2020 July 29, 2020
  • 14:30
Tax & Estate Planning

Wilmot George

Close-up of smiling mature woman with daughter at park

Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

  • July 22, 2020 July 22, 2020
  • 14:30

Long-term care and the principal residence exemption

Can your client claim the PRE after moving to assisted living?

  • May 5, 2020 May 12, 2020
  • 15:00

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

  • November 15, 2019 November 13, 2019
  • 16:00

Tax and estate concerns at different life stages

Tips for serving clients of all ages

  • October 25, 2019 October 28, 2019
  • 13:00
Market Insights

Jim Otar

display of the depression of stock market in thailand

How asset allocation impacts portfolio recovery

Don’t underestimate the behavioural element

  • July 16, 2020 August 13, 2020
  • 13:15

How long until my portfolio recovers from March’s sell-off?

Using historical returns to forecast a recovery

  • June 12, 2020 June 22, 2020
  • 09:00

ALDAs: to buy or not to buy

A breakdown of who benefits from the federal government’s proposed annuity

  • February 7, 2020 May 12, 2020
  • 09:30

Prioritize expenses in drawdown calculations

The famous 4% rule won’t work for many clients

  • May 16, 2014 September 8, 2018
  • 00:10
Business and financial district in a city with pillars

What financial firms are doing to fight systemic racism

Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism

  • July 16, 2020 July 17, 2020
  • 10:23

What cheap investing means for Canada

The regulatory regime has not caught up to investors’ needs

  • March 25, 2020 April 13, 2020
  • 16:50

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

  • March 13, 2020 March 13, 2020
  • 15:36

Budget 2019 could mean more tax payable for fundholders

Department of Finance expects to gain $350 million by 2024 from proposals

  • April 2, 2019 April 2, 2019
  • 09:00
Tax & Estate Planning

Doug Carroll

Multi generation black family watching sport on TV at home

A tax strategy about nothing

What Seinfeld can teach us about the value of staying the course

  • July 2, 2020 July 8, 2020
  • 14:30

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

  • June 9, 2020 June 2, 2020
  • 14:30

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

  • April 1, 2020 April 1, 2020
  • 14:30

Disputing when critical illness insurance is payable

Former cabinet minister John Manley lost a case contesting a policy's "triggering event"

  • January 28, 2020 January 28, 2020
  • 16:16