Advisor to Client

Are Alberta trusts worth it?

Changing tax rates mean it’s not so clear.

November 27, 2015

3 min read

Play it safe with market-neutral strategies

These strategies are likely most appealing to risk-averse clients

By Dean DiSpalatro |November 27, 2015

4 min read

How to file taxes in the sharing economy

Reporting income and claiming expenses.

By Jessica Bruno |November 20, 2015

3 min read

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive

By Elaine Blades |November 20, 2015

4 min read