News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Help your client consider tax-preferential treatment, donation of shares and AMT
By Vivek Bansal |June 6, 2023
5 min read
Planning and Advice
Financial advisors aren't often trained to manage people, but it's an important part of running of a practice
By Melissa Shin |June 6, 2023
3 min read
Industry
The agreement includes wage increases plus a pensionable one-time lump sum payment of $2,500
By The Canadian Press |May 4, 2023
2 min read
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
By Melissa Shin |March 29, 2023
Economic Indicators
As services sector reopens, employers face tight labour markets
By James Langton |May 26, 2022
Advisor's Edge
Building trust remotely is still a challenge
By Mark Burgess |February 4, 2022
Employees everywhere are rethinking work. Advisors are no exception.
By Michael McKiernan |February 4, 2022
7 min read
The loss of that loathsome ritual may be contributing to stress
By Mark Burgess |November 2, 2021
4 min read
Dealers shouldn’t be confronted with red flags upon entry to the home
By Michelle Schriver |October 4, 2021
Increased awareness of labour law could lead to more litigation regarding employment contracts for financial advisors
By Fiona Collie |October 30, 2020
8 min read
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