News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Help your client avoid these estate planning pitfalls
By Tim Brisibe |October 2, 2020
5 min read
Industry
As part of the venture, the company has partnered with SEB Administrative Services
By Fiona Collie |June 12, 2020
2 min read
If clients need liquidity, there are options
By Curtis Davis |June 11, 2020
4 min read
Economic Indicators
Group says changes would help retirement savings, investor confidence
By James Langton |April 27, 2020
1 min read
Tax News
A suspension would provide liquidity to those who need it during the crisis, the think tank says
By Maddie Johnson |April 13, 2020
The associate finance minister hints at what to expect from the federal budget in an interview with Advisor’s Edge
By Christopher Guly |March 2, 2020
Breaking down pension adjustments and other challenges
By Curtis Davis |February 20, 2020
Planning and Advice
Only about one-quarter are invested in stocks, bonds or mutual funds
By Greg Dalgetty |February 19, 2020
An Edward Jones survey highlights generational priorities
By Maddie Johnson |February 18, 2020
But StatsCan reports that the number of people contributing to RRSPs has increased
By James Langton |February 18, 2020
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