News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them
By Rudy Mezzetta |January 14, 2022
3 min read
Factors to consider when setting aside funds for minors
By Rebecca Hett |December 9, 2021
5 min read
Complex relationships are increasing the risk of litigation
By Staff |November 29, 2021
2 min read
Advisor's Edge
Clients considering the strategy must take extra care
By Rudy Mezzetta |March 12, 2021
4 min read
Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty
By Rudy Mezzetta |October 30, 2020
Tax News
The agency will not charge penalties and interest if payments are made by the new deadline
By Rudy Mezzetta |July 27, 2020
Industry
Oak Trust offers trust administration, estate settlement and wealth management services
By The Canadian Press |April 28, 2020
1 min read
Tax Strategies
Use these tips to protect an inheritance
By Keith Masterman |April 21, 2020
Bjorn Frohnsdorf succeeds Scott Scobie in the role
By Staff |April 14, 2020
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
By Margaret O’Sullivan |March 27, 2020
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