News and resources for Canada's top financial advisors
Est. 1998
Investing
If you're more concerned about cash flow but your partner worries about retirement, find an asset allocation to achieve both goals.
By Staff |September 3, 2013
1 min read
When a family member dies all property is deemed sold at fair market value. But what if that includes stock certificates from failed companies?
September 3, 2013
Despite the best planning and practices, sometimes you end up stuck with worthless stock shares. Still, there is a way to use them.
Tax
If you realize you’ve been accidentally evading taxes, your best option is to come clean with Revenue Canada.
By Richard Weber |September 3, 2013
3 min read
The consequences of over-contributing to RRSPs and TFSAs can be costly. Here’s what to do if it happens.
July 24, 2013
Financial Planning
Regardless of the economy, preparation, expertise and realistic expectations remain key
By Melissa Campeau |January 4, 2012
Industry
ETFs have gone active. What you need to know.
By Donna Green |November 11, 2011
4 min read
Two advisors weigh the merits of passive investing
By Dean DiSpalatro |July 22, 2011
6 min read
Set it up and leave it alone?
By Melissa Shin |July 5, 2011
9 min read
News Editor Steven Lamb is reporting live from IMCA’s 2011 Conference in Las Vegas, Nevada, Monday, May 16 to Tuesday May 17th. IMCA’s mission is to give advanced investment and wealth management professionals the knowledge to advance their careers and practices. This year’s conference theme is “Beyond the Basics”. That’s it for my coverage of […]
By Staff |May 17, 2011
46 min read
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