News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
By Michael McKiernan |August 11, 2022
3 min read
The province aims to streamline probate applications and speed the court review process
By Rudy Mezzetta |July 13, 2022
Industry
Willful will be promoted to personal banking customers
By Staff |July 5, 2022
1 min read
Advisor's Edge
Some beneficiaries are entitled to interest on their inheritance starting one year after death
By Rudy Mezzetta |May 9, 2022
Tax Strategies
Tax rules offer flexibility when a client has both a spouse and a common-law partner
By Wilmot George |March 30, 2022
5 min read
What executors need to know when a beneficiary can’t be easily identified or found
By Rudy Mezzetta |March 14, 2022
Economic Indicators
B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate
By Staff |February 9, 2022
2 min read
Tax News
Draft legislation also seeks to implement a raft of proposals from Budget 2021
By Rudy Mezzetta |February 7, 2022
While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets
By Rudy Mezzetta |February 4, 2022
4 min read
Paul Marion will develop a new tax and wealth planning framework for wealthy clients
By Staff |January 31, 2022
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