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Advisor's Edge May 2022 cover
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May 2022

Advisor's Edge

Widespread awareness has not translated into widespread impact

A Tax Court case offers a warning about missing corporate returns

As companies pledge to eliminate emissions, clients may be asking for portfolios that do the same

Some beneficiaries are entitled to interest on their inheritance starting one year after death

As the province adjusts to titles regulation, we look at Quebec’s experience

Help this client factor in ESG investing and plan for the future

What I learned from taking four firms’ personality or behavioural assessments

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

In a more competitive market, insight into a client’s thinking can provide an edge

Level Playing Field founder discusses investing and accessibility