News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Only half of the donation tax credit can be applied against the AMT, down from 100%
By Rudy Mezzetta |October 3, 2023
4 min read
Industry
Securities donations including stocks, bonds and mutual funds rose by 52% in the past year, CanadaHelps says
By Ross Marowits, The Canadian Press |December 16, 2021
Parents are helping children buy houses and start businesses
By Maddie Johnson |November 23, 2021
2 min read
Advocis members can now sign up for the MFA-P designation
By Staff |September 3, 2020
1 min read
The Starlight Capital CEO is part of a coalition that has launched the Black Opportunity Fund
By Greg Dalgetty |June 25, 2020
New program focuses on strategic philanthropy
By Staff |September 5, 2019
Advisor's Edge
Knowing the basics can help advisors strengthen relationships
By Jessica Bruno |February 25, 2019
5 min read
New designation for advisors revolves around gift planning strategies
By Staff |September 20, 2018
Tax News
Tips for maximizing generosity
By Jessica Bruno |November 24, 2017
10 min read
Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]
By Allan Tong |May 6, 2016
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