News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
What's the advisor's role?
By Suzanne Yar Khan |April 5, 2023
6 min read
Estate professionals are also adopting platforms to streamline the administration process
By Rudy Mezzetta |March 31, 2023
3 min read
Estate Planning
B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents
By Michael McKiernan |March 14, 2023
5 min read
Industry
Planning helps clients avoid overspending on funerals, burials
By Rosa Saba, The Canadian Press |February 23, 2023
4 min read
Tax News
Here's the status of tax promises and proposals that matter to your clients
By Melissa Shin |February 17, 2023
Life
Consider how to best leverage the special death benefit
By Pierre Ghorbanian |January 30, 2023
Tax Strategies
Court decision serves as a warning about property distribution, executor renunciation
By Keith Masterman |December 9, 2022
Vancouver-based trust company manages $400 million in assets
By Rudy Mezzetta |December 6, 2022
1 min read
Potential conflicts involving clients' wills weren't reported to dealer
By James Langton |November 14, 2022
A case study explains the challenges
By Akua Carmichael |November 10, 2022
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