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Advisors rush to revamp tax strategies after Ottawa's surprise change to the capital gains inclusion rate

Advisors are working toward a June 25 deadline to help business owners and high-net-worth Canadians deal with - or avoid - higher taxes ....

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Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies

Several non-bank-owned wealth management firms are embracing the innovation fray, often able to adopt new financial planning software more quickly ....

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Advisors who've left the big banks find varying levels of support

Those who’ve made the switch say offerings at their new firms can range from a similar structure for support services to no internal experts whatsoever ....

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Why it's important to prepare inheritors for what they will be receiving

Advisors say there’s significant value in helping clients communicate their wishes to their children or other inheritors ....

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Generating tax-free income in TFSAs with covered-call ETFs gains popularity

A realized loss in a TFSA cannot be used to offset taxable, realized gains on non-registered assets ....

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