News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Keeping it in the family and maintaining harmony
By Akua Carmichael |November 2, 2021
4 min read
Knowing the answer can help maximize your client’s wealth
By Curtis Davis |May 11, 2021
3 min read
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
By Margaret O’Sullivan |March 27, 2020
Estate Planning
Options for ownership
By Margaret O’Sullivan |October 20, 2017
6 min read
Personal, tax and family law issues to tackle
By Margaret O’Sullivan |September 22, 2017
Industry
Tips for dealing with family cottages and discussing the PRE
August 24, 2017
Tax News
What to do when your client sells her home.
June 29, 2017
Be sure to comply with new designation rules
Young families are looking for ways to realize their dreams of owning recreational property
By Staff |June 27, 2017
2 min read
If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.
By Tony Maiorino |November 30, 2016
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