News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Despite economic concerns, respondents didn't speak to a financial professional
By Staff |February 2, 2023
2 min read
Industry
Company also announced plans to list common shares on NYSE
By Staff |November 5, 2020
Living Benefits
As of Jan. 1, 2020, Ontarians no longer have out-of-country health insurance from the province
By The Canadian Press |January 2, 2020
Advisor's Edge
What Canadian snowbirds need to know
By David A. Altro |October 15, 2018
4 min read
What you need to know.
By Melissa Shin |March 9, 2017
3 min read
Advise cross-border clients to apply early to avoid a backlog as Americans renew 10-year passports.
By Staff |April 6, 2016
1 min read
Economic Indicators
The loonie is currently worth 0.75 cents per U.S. dollar.
September 15, 2015
Life
For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.
By David Wm. Brown |October 3, 2014
New border-crossing rules are in effect.
By Roy A. Berg |June 20, 2014
Tax News
If your clients haven’t been paying their American taxes, they have another opportunity to confess to IRS.
By Terry F. Ritchie |June 19, 2014
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.