News and resources for Canada's top financial advisors
Est. 1998
Industry
While many Canadian organizations are concerned with risk and have a documented management plan in place, one in five do not.
By Staff |February 11, 2016
2 min read
Planning and Advice
How do you help a retiree who is in the decumulation phase of life? Advisor Group’s Editorial Advisory Board provides insights.
By Staff |February 5, 2016
5 min read
After a lifetime of earning, it’s time for clients to spend.
1 min read
Testing new toys and games for Toys R Us has kept Alex Thorne, 13, busy for the past two years, but now he’s ready to call its quits.
By Staff |November 13, 2015
Almost six out of 10 older Canadians experienced a major life event that challenged their prior financial plans, finds an OSC survey.
By Staff |June 1, 2015
Divestments will be a core component of companies' capital strategies this year, as management teams look to improve portfolio performance and shareholder returns, according to an EY report.
By Staff |April 16, 2015
Tax News
What to do with capital gains in testamentary trusts
February 20, 2015
3 min read
How to report Registered Disability Savings Plans
By Jessica Bruno |January 23, 2015
Two thirds of Canadians are unable to reach their financial goals as quickly as they planned, finds a survey by Capital One and Credit Canada Debt Solutions.
By Staff |November 7, 2014
Some new clients see financial planning as an extension of the account opening process or a tool to get people to buy things they don’t want. How can you convince them of its importance?
By Bryce Sanders |July 22, 2014
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