News and resources for Canada's top financial advisors
Est. 1998
Industry
The SRO released guidance on such conflicts of interest on Thursday
By Staff |May 23, 2019
2 min read
The vote was 23% in favour, 77% against a greater shareholder voice on executive compensation
By The Canadian Press |May 14, 2019
Estate Planning
The way an estate freeze is set up can have significant implications in family law.
By Nathalie Boutet and Michael Henry |April 4, 2017
5 min read
Market Insights
Yes, but look under the hood at the firm’s financials
March 4, 2016
6 min read
A new report suggests flow-throughs are bad for investors and the economy.
By Staff |February 8, 2016
If your clients are charitably inclined and looking to sell their businesses, they may be able to get a tax break.
By Melissa Shin |April 22, 2015
4 min read
Planning and Advice
Jerrod and Penelope met and married when they were employees at a competitor firm. Their financial situations were similar, so they didn’t bother with a marriage contract or shareholders’ agreement.
By Dean DiSpalatro |January 16, 2015
Activist shareholders can come across as troublemakers. But, studies show companies restructured after activist campaigns tend to outperform.
3 min read
Tax News
A shareholder agreement is a document used to establish the guidelines that will govern the workings of a company and the relationship between the company shareholders.
By Francois Bernier |September 16, 2014
1 min read
The Ontario Securities Commission has released the final agenda, discussion topics and panelist list for its proxy voting roundtable.
By Staff |January 9, 2014
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