News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Years of organization can precede a sale process—and it’s worth the effort
By Mark Groulx |June 11, 2019
4 min read
Tax News
The agency also warned about anti-avoidance rules
June 10, 2019
7 min read
Products
The banks and buildings ETF will delist July 31
By Staff |May 29, 2019
1 min read
The program doesn't currently offer enough help to those too poor to pay income tax, a report says
By Rudy Mezzetta |May 24, 2019
3 min read
Advisor's Edge
Executors must balance responsibilities to tenants and beneficiaries
By James Dolan |May 24, 2019
New rules in the 2019 federal budget crack down on commuted value transfers
By Jamie Golombek |May 24, 2019
Interest income versus the dividend tax credit
By Curtis Davis |May 24, 2019
Why the measure affecting divorced clients could have a broad impact
By Curtis Davis |May 17, 2019
Consider these plan funding details for a hypothetical medco
May 16, 2019
6 min read
A number of financial proposals aren’t included in the Liberals’ implementation bill
By Mark Burgess |May 14, 2019
5 min read
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