News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Challenges for business-owner clients include taxable disposition and compliance costs
By Matt Trotta | June 21, 2023
5 min read
It’s not too early to consider the estate implications if someone dies while holding an FHSA
By Rudy Mezzetta | June 9, 2023
Help your client consider tax-preferential treatment, donation of shares and AMT
By Vivek Bansal | June 6, 2023
The amount has been falling in real terms
By Lea Koiv | May 12, 2023
3 min read
Advisor's Edge
Estate professionals are also adopting platforms to streamline the administration process
By Rudy Mezzetta | March 31, 2023
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
By Melissa Shin | March 29, 2023
B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents
By Michael McKiernan | March 14, 2023
Vancouver-based trust company manages $400 million in assets
By Rudy Mezzetta | December 6, 2022
1 min read
Potential conflicts involving clients' wills weren't reported to dealer
By James Langton | November 14, 2022
A case study explains the challenges
By Akua Carmichael | November 10, 2022
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