News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Courts take a close look at advice
June 30, 2017
4 min read
Generous gestures could affect your client's estate
By Margaret O’Sullivan |June 30, 2017
If your client holds assets jointly, controversies could arise over right of survivorship or termination
5 min read
These structures can achieve estate planning objectives, not just tax ones
By Frank Di Pietro |June 30, 2017
Tax News
How each is taxed, and why
By James and Deborah Kraft |June 30, 2017
Buffett discussed the U.S. tax system with PBS Newshour
By Staff |June 29, 2017
3 min read
What to do when your client sells her home.
June 29, 2017
Be sure to comply with new designation rules
Find out what's involved and what new developments are on the horizon
June 28, 2017
2 min read
Advisors waiting for CRA to clarify how it will treat registered fees paid from open accounts will have to wait a little longer
By Melissa Shin |June 26, 2017
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