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Tax & Estate Planning

Jacqueline Power

Estate planning with trusts

Help your client benefit from these important tools

  • August 12, 2022 November 22, 2022
  • 13:56

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

  • March 31, 2022 March 31, 2022
  • 14:32

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

  • November 23, 2021 November 23, 2021
  • 16:18

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

  • July 9, 2021 July 9, 2021
  • 15:11
investment

Do corporate spinoffs reward shareholders?

Creating value by shrinking

  • May 9, 2022 May 16, 2022
  • 10:00

When stock frauds go beyond gaming the numbers

Claims of novel technology are at the centre of many collapses

  • March 14, 2022 March 10, 2022
  • 10:00

Finding the tipping point of stock collapses

When does accounting become important?

  • February 4, 2022 February 3, 2022
  • 15:00

Heed the warning signs of stock market frauds

Use the fraud triangle to root out problem investments

  • November 2, 2021 November 2, 2021
  • 12:30
recruitment

The financial industry wants you — to mentor

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

  • March 14, 2022 March 10, 2022
  • 10:00

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

  • May 11, 2021 May 11, 2021
  • 09:30

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
Tax & Estate Planning

Jon Hreljac

American Dollar Symbol Standing On Wood Surface In Front Of A Graph

Buyer beware: Foreign income in a corporation

Help business-owner clients manage foreign dividend investments

  • January 28, 2022 January 28, 2022
  • 12:27
Market Insights

Jim Otar

Piggy bank lifted up into sky by inflated balloon

Inflation lessons from history

It’s time to stress-test client portfolios

  • December 17, 2021 December 17, 2021
  • 11:17

How sustainable is the CPP?

A panoramic view of the next 75 years

  • May 14, 2021 May 14, 2021
  • 13:58

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