Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover. Financial Planning Parents finally downsizing? How to help with the big move It’s a dramatically different world from the last time they moved By Nina Dragicevic, The Canadian Press |January 23, 2024 4 min read Tax Payment deadline nears for prescribed-rate loans Failing to pay this interest can unwind the income-splitting strategy associated with the loan By Rudy Mezzetta |January 22, 2024 2 min read Financial Planning Here are the changes to CPP deductions starting in 2024 The CPP now includes a new, second earnings ceiling By Ritika Dubey, The Canadian Press |January 2, 2024 2 min read Risk Management Unravelling confirmation bias Use these tools to challenge your existing views By Coreen Sol |December 15, 2023 2 min read Financial Planning What you need to consider before downsizing in retirement There’s a lot more to think about than projected savings By Doug Carroll |October 10, 2023 3 min read Investing What is a covered call? Options strategies can provide income in flat or down markets By Suzanne Yar Khan |October 11, 2023 3 min read Investing What does a market-maker do? Pulling back the curtain on ETF intermediaries By Mark Burgess |October 11, 2023 3 min read Financial Planning Embrace volatility with dollar-cost averaging DCA helps investors weather the storms of fluctuating prices By Susan Goldberg |April 6, 2018 5 min read