News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
Featuring Jamie Golombek | December 20, 2022
Strategies for tax-loss selling and more.
Featuring Jamie Golombek | December 13, 2022
Financial Planning
Advisors can help clients with debt and long-term goals.
Featuring Carissa Lucreziano, CFP | December 6, 2022
Equities
Increased scrutiny will create better outcomes for the industry in the long run.
Featuring Aaron White | November 28, 2022
Economy
Fundamentals remain strong.
Featuring Benjamin Tal | November 23, 2022
CIBC’s sustainable investment head says headwinds are short-term.
Featuring Aaron White | November 21, 2022
Real Assets
Infrastructure, real estate offer predictable revenues relative to traditional cyclical sectors.
Featuring Larry Antonatos | November 16, 2022
Faced with choice of inflation or recession, BoC will choose recession.
Featuring Benjamin Tal | November 14, 2022
Price corrections create attractive entry points for certain sectors.
Featuring Larry Antonatos | November 9, 2022
The key is for investors to focus on what they can control.
Featuring David Stephenson | November 7, 2022
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