Budget focuses on extensions and changes to support AI, media and culture

March 18, 2026

3 min read

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

August 4, 2021

3 min read

How DTC eligibility loss affects RDSPs

This example highlights tax and planning considerations

January 30, 2018

3 min read

Simon Chan

Longevity

Canadians want to age in place, but they aren’t planning for it

Place planning is emerging as a critical dimension of longevity-ready advice

March 17, 2026

4 min read

It’s not enough to ask clients when they want to retire

Talk about the transitions they expect to make in the next 10 to 20 years, and how flexible their financial plan needs to be

February 2, 2026

5 min read

Advisors have a chance to lead on longevity

Global financial institutions have begun treating longevity as a strategic pillar

November 27, 2025

4 min read

Jamie Golombek

Tax & Estate

Tax Court case shows consequences of missing — or ignoring — CRA mail

The case involved a mail carrier who claimed he never received notices of reassessment

October 31, 2023

3 min read

Advisor learns the hard way that TFSAs are not for frequent trading

A Tax Court case led to a hefty tax bill

March 31, 2023

3 min read

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

November 7, 2022

4 min read

Jeffrey MacDonald

Your Business

How key performance indicators can transform your practice

5 metrics that every financial advisor should track

October 7, 2025

3 min read

Are you ready for the second half?

Realign and refocus with a mid-year business assessment

July 7, 2025

3 min read

The power of financial advisor specialization

Five steps, and one warning, to shift your practice into a gear no generalist can match

May 9, 2025

3 min read

Matt Trotta

Tax & Estate

What is trust attribution?

An introduction to trust attribution rules and their potential risks

September 15, 2025

8 min read

The General Anti-Avoidance Rule — updates and unanswered questions

Tax legislation changes apply to transactions on or after Jan. 1, 2024

February 28, 2025

6 min read

Is your client’s will up-to-date?

Tips and traps when reviewing wills

December 11, 2024

6 min read

John Novachis

Your Business

Is your junior advisor ready to take the lead?

Passing down the business to a colleague may seem like an easy succession option, but it’s not always straightforward

February 11, 2026

4 min read

Here’s why advisors need a business continuity plan

A BCP isn’t a succession plan — here’s how to build a good one

October 22, 2025

4 min read

What is an advisor’s duty of care when selling their business?

Sometimes the highest bidder is bad for your clients and your legacy

September 11, 2025

4 min read

Mathieu Messina

Your Business

Three steps to a next-gen client relationship

Millennials and Gen Z Canadians need professional financial advice — here’s how to make your approach

May 5, 2025

2 min read

Darryl Jackson

Your Business

Three proven ways to help your clients stop worrying

Periods of market volatility can make or break an advisor-client relationship — pick up the phone

April 28, 2025

3 min read

Your 8-step marketing plan

It doesn't have to be complicated, but it must be measurable

April 7, 2025

3 min read

Vanessa Oligino

Planning and Advice

Centres of influence can be key to future referrals

A process for building COI relationships and growing your business

February 20, 2025

3 min read

John De Goey

Planning and Advice

Opinion: Market underreaction to tariffs threat ‘naïve’

Industry leaders suffering from optimism bias

February 10, 2025

4 min read

Opinion: Whither independence?

Regulators remain indifferent as clients are misled and advisors are censored, writes John De Goey

November 8, 2024

4 min read

Opinion: Regulators, industry must embrace strategic risk allocation

Risk is dynamic, so product ratings should be too

June 24, 2024

4 min read

Akua Carmichael

Tax & Estate

When a gift may not be a gift

Help your client avoid potential litigation over a resulting trust

November 12, 2024

5 min read

Appointing adult children to manage finances

Clients often grant power of attorney for property to a trusted family member; an adult child is not always the best choice

October 1, 2024

4 min read

Common gaps when appointing an attorney for property and personal care

A case study explains the challenges

November 10, 2022

5 min read

Alyssa Mitha

Estate Planning

Managing digital assets in estate planning

From family photos to Netflix accounts and cryptocurrency, your clients’ digital assets require special planning — or they could be lost

August 29, 2024

4 min read

Problems with pour-over trust clauses in wills

Caution is warranted when trusts are revocable

June 12, 2024

4 min read