Latest columns in Columnists
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
Investments
Al and Mark Rosen
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
News
Melissa Shin
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
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
Inflation lessons from history
It’s time to stress-test client portfolios
- December 17, 2021 December 17, 2021
- 11:17
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
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