News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
What executors need to know when a beneficiary can’t be easily identified or found
By Rudy Mezzetta |March 14, 2022
5 min read
Estate Planning
The collaboration provides clients who need basic estate planning an affordable, online option
By Staff |November 16, 2021
1 min read
From sports memorabilia to vintage cars, treasured items require special attention
By Rudy Mezzetta |November 2, 2021
3 min read
If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive
By Rudy Mezzetta |October 4, 2021
A trustee’s tax liability has limits, a court case suggests
By Doug Carroll |March 23, 2021
4 min read
Planning for foreign assets may require multiple documents
By Keith Masterman |March 18, 2021
Clients considering the strategy must take extra care
By Rudy Mezzetta |March 12, 2021
Regularly providing information to beneficiaries — and keeping records — will go a long way
By Rudy Mezzetta |February 5, 2021
Help your client avoid these pitfalls
By Keith Masterman |December 10, 2020
Industry
The change is meant to address "perennial" backlog issues
By Rudy Mezzetta |October 15, 2020
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