News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
What to know before administering an estate
By Rudy Mezzetta |August 18, 2023
4 min read
Advisor's Edge
Estate professionals are also adopting platforms to streamline the administration process
By Rudy Mezzetta |March 31, 2023
3 min read
Tax Strategies
Court decision serves as a warning about property distribution, executor renunciation
By Keith Masterman |December 9, 2022
Potential conflicts involving clients' wills weren't reported to dealer
By James Langton |November 14, 2022
1 min read
Yes, but it’s complicated
By Rudy Mezzetta |November 7, 2022
Some beneficiaries are entitled to interest on their inheritance starting one year after death
By Rudy Mezzetta |May 9, 2022
What executors need to know when a beneficiary can’t be easily identified or found
By Rudy Mezzetta |March 14, 2022
5 min read
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
While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets
By Rudy Mezzetta |February 4, 2022
From sports memorabilia to vintage cars, treasured items require special attention
By Rudy Mezzetta |November 2, 2021
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