News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”
By Suzanne Yar Khan |March 12, 2021
8 min read
Dealing with a request outside your joint engagement
By Michelle Schriver |February 5, 2021
3 min read
Estate Planning
The pandemic provides an opportunity for client discussion
By Michelle Schriver |July 6, 2020
Planning and Advice
Factors to consider in the context of the pandemic
By Michelle Schriver |June 30, 2020
5 min read
Industry
Today marks the international day against homophobia, transphobia and biphobia. Advisor.ca offers some articles to help these clients.
By Staff |May 17, 2016
1 min read
Most newlyweds don’t realize that, in opting for a life together, they’ve also opted into an intricate legal and financial framework, which includes tax filing privileges, estate rollovers, spousal immunity and—if the marriage breaks down—a default property division regime. That regime, contrary to popular belief, is not “each spouse gets half.” Even in equalization provinces […]
By Melissa Shin |November 6, 2015
Impressing and marrying that special someone can cost more than $50,000.
By Staff |February 13, 2015
2 min read
Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.
October 3, 2014
Life
Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients receive double the payout.
By Sarah Brown |June 6, 2014
Tax News
Corinne is 50 and has finally paid off her mortgage. She and her wife Sandra both work in hospitality, and are looking for a new challenge. Their home’s on the shores of Lake Ontario and they plan to transform it into a bed and breakfast. They decide to buy a bungalow further inland to live in. The B&B property is in Corinne’s name.
By Evelyn Juan |May 9, 2014
4 min read
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