Practice

Clients buying U.S. property? Consider trusts

Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.

By Margaret O’Sullivan |December 1, 2014

2 min read

MFDA alleges advisors broke fair dealing rules

The Mutual Fund Dealers Association of Canada has started a disciplinary proceeding in respect of W. H. Stuart Mutuals Ltd.

By Staff |November 28, 2014

4 min read

3 cyber shopping tips

As the holiday seasons kicks in to full gear, tell clients to be careful when buying items online.

November 28, 2014

1 min read

Help a professional who’s been laid off

How to stretch income through retirement

By Suzanne Sharma |November 26, 2014

7 min read