News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Make sure clients don’t run afoul of the attribution rules
By Curtis Davis |March 14, 2022
3 min read
Planning and Advice
If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023
By Daniel Calabretta |February 24, 2022
Market Insights
ETF sales up in January, mutual funds down as markets swoon
By Staff |February 22, 2022
1 min read
Retirement topics to discuss include taxes, insurance, income, IG poll suggests
By Staff |February 10, 2022
2 min read
Tax News
Use this handy list of tax numbers as a quick reference
By Staff |December 8, 2021
Industry
The accused allegedly diverted investors' funds for personal use
By James Langton |October 14, 2021
The legal team gets $20 million, and a former advisor turned plaintiff was awarded $50,000
By James Langton |June 18, 2021
Economic Indicators
The Liberals also raised OAS payments and proposed a foreign real estate tax
By Melissa Shin |April 20, 2021
Estate Planning
A trustee’s tax liability has limits, a court case suggests
By Doug Carroll |March 23, 2021
4 min read
The absence of withholding taxes can create unexpected consequences if no planning is done
By Wilmot George |March 19, 2021
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