News and resources for Canada's top financial advisors
Est. 1998
Industry
Let your client know the details
By Staff |November 19, 2018
1 min read
Tax News
Find out which planholders are affected
By Jonah Ravel and Matt C. Altro |October 30, 2018
5 min read
Nearly three-quarters of Canadians (73%) consider themselves at least somewhat knowledgeable.
By Staff |February 28, 2018
2 min read
Advisor's Edge
A tax expert does the math
By Doug Carroll |February 17, 2018
3 min read
How Canadians are saving for retirement may be an issue
By Staff |January 24, 2018
Get the details for your clients
By Staff |December 6, 2017
Estate Planning
Understand which one offers a planning opportunity
By Wilmot George |November 1, 2017
4 min read
Find out the details
By Wilmot George |July 21, 2017
Advisors waiting for CRA to clarify how it will treat registered fees paid from open accounts will have to wait a little longer
By Melissa Shin |June 26, 2017
Canadian investor confidence in mutual funds is on the rise, reveals the latest Manulife investor sentiment index. Overall, confidence in mutual funds increased to 22% in December 2016, up from 11% in November 2015. Similarly, IFIC reports an increase in mutual fund assets of $133.2 billion, or 11%, between January 2016 and January 2017. Read: […]
By Staff |March 6, 2017
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