Advisor to Client

How adult kids can start talking to their parents about wealth transfers

Lack of communication can create family chaos around inheritances

By Nina Dragicevic, The Canadian Press |February 6, 2024

4 min read

Boosting RRSP savings with a loan

Financial professionals weigh in on the risks of borrowing to invest

By Craig Wong, The Canadian Press |February 1, 2024

3 min read

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

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