Advisor's Edge

Training: Not only for rookies

Veterans explain how they support new team members

By Katie Keir |November 14, 2017

10 min read

Advisor's Edge

Why to report outside business activities

Whether you're a hockey coach or partner in a business, regulators want to know

By Katie Keir |November 14, 2017

4 min read

Advisor's Edge

How an executor can handle real estate assets

Common pitfalls when caring for a property

By James Dolan |November 14, 2017

4 min read

Advisor's Edge

What T+2 means for tax timing

This year, crystallize capital transactions by Dec. 27

By Doug Carroll |November 14, 2017

3 min read

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Client confidential: Wessy L.

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]

By Susan Goldberg |November 14, 2017

3 min read

Case Study: Successful couple tries goals-based investing

Client profile Brad and Lydia Anderson* are both 50 years old and plan to retire in 15 years. They’re comfortable financially, but their investments are scattered across five institutions and their strategy isn’t optimised to meet their goals. Brad is a successful IT consultant and Lydia is a senior manager at a major construction equipment […]

5 min read

Advisor's Edge

Training: Not only for rookies

Why to report outside business activities

How an executor can handle real estate assets

What T+2 means for tax timing

Help clients handle child custody

An algorithm may decide your next compliance review

Client confidential: Wessy L.

Case Study: Successful couple tries goals-based investing

It takes a village to raise financial literacy