News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them
By Rudy Mezzetta |January 14, 2022
3 min read
Factors to consider when setting aside funds for minors
By Rebecca Hett |December 9, 2021
5 min read
A client scenario with a family cottage shows the importance of planning
By Vivek Bansal |December 3, 2021
4 min read
Complex relationships are increasing the risk of litigation
By Staff |November 29, 2021
2 min read
The collaboration provides clients who need basic estate planning an affordable, online option
By Staff |November 16, 2021
1 min read
Some want to see loved ones enjoy their inheritance, while others are motivated by financial need
Advisor's Edge
From sports memorabilia to vintage cars, treasured items require special attention
By Rudy Mezzetta |November 2, 2021
Keeping it in the family and maintaining harmony
By Akua Carmichael |November 2, 2021
Experts divided over whether streamlined application forms will make applying easier
By Rudy Mezzetta |October 28, 2021
Contributions and loans to a graduated rate estate can have tax consequences
By Keith Masterman |September 7, 2021
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