Advisor to Client

Start conversations with immigrant clients

1. For clients who want to invest in their home countries: “Investing outside of Canada is a great way to diversify. But let’s look at how these investments fit into your portfolio.” 2. For clients who are planning to visit family back home: “Looks like you’ve got a fun trip ahead of you. But let’s […]

April 25, 2016

1 min read

Your top five tax questions answered

Here are the tax topics on Canadians' minds

April 22, 2016

2 min read

Fun with Advisor vs. Film

We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real

By Staff |April 21, 2016

5 min read

New to Canada? Learn about taxes

CRA offers a video to answer common questions.

By Staff |April 12, 2016

1 min read