Client

Advisor's Edge

What financial concept don’t you understand?

We asked three clients

September 21, 2018

2 min read

Advisor's Edge

Keep estate planning documents safe

A key consideration that’s often overlooked

By Margaret O’Sullivan |September 21, 2018

3 min read

Advisor's Edge

Proposed regulations will change how you manage money

Understanding “jam jar” investment management

By Mark Yamada |September 21, 2018

4 min read

Industry

The case for longevity insurance

With baby boomers retiring, governments must shift their attention to decumulation, says a new report

By Staff |September 19, 2018

2 min read

Industry

Unforeseen consequences from downsizing a home

Help clients avoid disappointment by preparing them

By Staff |September 19, 2018

2 min read

Advisor's Edge

How do you pay your advisor?

We ask three clients

March 16, 2018

1 min read

Planning and Advice

Why client coaching can’t be left for corrections

The February correction was a useful check against complacency

By Mark Burgess |March 16, 2018

4 min read

Tax News

When clients must report foreign assets

Tax season is a good time to remind clients about foreign reporting. Clients with foreign property holdings with a cost amount of more than $100,000 must complete and file Form T1135 Foreign Income Verification Statement, says H&R Block Canada in a release. Foreign property could include real estate, bank accounts, investment accounts, shares in foreign […]

By Staff |March 14, 2018

2 min read