News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Examining an alternative to trusts
By Margaret O’Sullivan |November 28, 2018
4 min read
Tips to inspire action so clients ace the task we love to avoid
November 28, 2018
9 min read
A tax tale of two benefits at death
By Curtis Davis |November 28, 2018
Common disputes and how executors can avoid them
By James Dolan |October 15, 2018
3 min read
Estate Planning
Depending on family dynamics, it's a structure that may make sense.
By James Dolan |April 13, 2017
Tax News
Beneficiaries could be hit with unexpected income inclusions
By Jamie Golombek |February 24, 2017
Planning and Advice
Recent case shows the consequences of not seeking advice
By Jamie Golombek |October 28, 2016
A reader asks, and we answer.
By Melissa Shin |July 22, 2016
Trusts and total return investing in challenging times
By Margaret O’Sullivan |April 8, 2016
The courts have ordered proceeds to be paid to someone other than the designated beneficiary.
By Keith Masterman |March 18, 2016
6 min read
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