News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Exercising discretion with estate assets in trusts
By James Dolan |February 7, 2020
3 min read
If your business-owner client uses these trusts, special planning is required
By Kevin Wark |October 25, 2019
4 min read
Estate Planning
Complex families can have complex needs
By Jacqueline Power |October 16, 2019
Legislation affects disclosures on trusts, real estate and corporations
By Margaret O’Sullivan |September 16, 2019
Industry
StatsCan reports prices were up by 5% compared to the previous year
By Staff |July 8, 2019
1 min read
Government agency reps answered questions about GREs at STEP Canada conference
By Rudy Mezzetta |June 13, 2019
5 min read
Consider these factors before establishing a Henson trust
By Keith Masterman |May 10, 2019
The top court said Henson trusts shouldn’t interfere with subsidized housing eligibility
By Jamie Golombek |March 25, 2019
The top court said the trusts should not interfere with eligibility for subsidized housing
By Rudy Mezzetta |February 5, 2019
2 min read
What Canadian snowbirds need to know
By David A. Altro |October 15, 2018
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.