News and resources for Canada's top financial advisors
Est. 1998
Industry
Your wealthy clients will likely cover most of their children's education costs.
By Staff |August 27, 2015
1 min read
Recent changes to the federal government’s student loan policy has raised the ire of a national organization representing university students.
By Staff |July 9, 2015
Check out our two new CE courses.
By Staff |May 11, 2015
Almost half of parents have yet to open an RESP, finds a survey by Chartered Professional Accountants of Canada (CPA Canada).
By Staff |April 28, 2015
Estate Planning
What happens when the RESP subscriber—the person who creates and contributes to an RESP—dies before the RESP is fully paid out?
By Floyd Gradley |April 1, 2015
5 min read
Tax News
December’s here, and with it comes several tax deadlines.
By Melissa Shin |December 3, 2014
3 min read
Planning and Advice
Your client just told you they declared bankruptcy. What will happen to their registered investment accounts?
By Ted Michalos |November 12, 2014
Market Insights
What to do if your client’s child might play professionally.
By Sarah Cunningham-Scharf |October 3, 2014
7 min read
Parents and kids don't agree on who should finance post-secondary educations.
By Staff |August 25, 2014
2 min read
Rouge Valley Health System is facing a $412-million class-action lawsuit over two former employees who breached the privacy of up to 8,300 new mothers.
By Staff |June 27, 2014
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