News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Legislation affects disclosures on trusts, real estate and corporations
By Margaret O’Sullivan | September 16, 2019
3 min read
Market Insights
Investors expecting a windfall once cannabis is legalized might be left waiting to exhale. “This industry will […] remain rather marginal, with few direct effects on the Canadian economy,” says Desjardins senior economist Benoit P. Durocher in an economics report. Read: Small caps about more than cannabis in 2018 He’s referring to preliminary results from […]
By Staff | February 21, 2018
1 min read
Find out what's involved and what new developments are on the horizon
June 28, 2017
2 min read
Industry
Compliance roundup
June 24, 2016
7 min read
Tax News
Is there still an opportunity for tax deferral?
By James and Deborah Kraft | June 24, 2016
4 min read
This year, businesses will face more than slow economic and revenue growth.
By Staff | January 11, 2016
Life
Pricing is affected by changes to long-term interest rates, taxation, legislation, demographics and economic conditions
October 9, 2015
In Canada, trusts have long been considered a mainstay of sound estate planning.
By James Dolan | May 29, 2015
3 insurance strategies that will be less effective as of 2017
By Pierre Ghorbanian | May 15, 2015
6 min read
European legislators have been trying to require public disclosure of trust beneficiaries
By James Dolan | May 8, 2015
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