News and resources for Canada's top financial advisors
Est. 1998
Industry
A report from the Family Entreprise Foundation offers ideas to prepare the next generation
By Staff |June 15, 2023
1 min read
Estate Planning
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
By Melissa Shin |March 29, 2023
5 min read
Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says
By Maddie Johnson |January 10, 2023
3 min read
Availability of capital is influencing acquisitions
By Michelle Schriver |November 14, 2022
2 min read
Advisor's Edge
Steps to limit tax in other jurisdictions
By Margaret O’Sullivan |February 25, 2019
Advice for advisors selling their books
February 22, 2019
9 min read
Planning and Advice
Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]
November 14, 2017
Options for ownership
By Margaret O’Sullivan |October 20, 2017
6 min read
Economic Indicators
72% of those aged 25 to 39 export goods and services.
By Staff |October 5, 2017
Consider these approaches to maintaining excellent client relations
By Katie Keir |March 10, 2017
8 min read
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