News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
A lack of planning can impede your client’s wishes
By Keith Masterman |August 7, 2020
4 min read
Industry
Attorney general says changes were in the works before Covid-19
By James Langton |June 23, 2020
1 min read
Governments introduced the measures in response to social distancing requirements
By Staff |April 8, 2020
2 min read
Advisor's Edge
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
3 min read
Tips for dealing with estate assets in trusts
By James Dolan |November 29, 2019
An author and entrepreneur looks at death in the digital age
By Susan Goldberg |November 29, 2019
The pros and cons of two (or more) people managing an estate
By James Dolan |October 25, 2019
Executors may have to balance conflicting interests
By James Dolan |September 20, 2019
More pet owners are expressing interest in making provisions for their pets
By Aleksandra Sagan, The Canadian Press |August 22, 2019
Executors must balance responsibilities to tenants and beneficiaries
By James Dolan |May 24, 2019
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.