Planning and Advice

Is your client a terrorist?

FINTRAC wants you to watch for these 17 signs

By Peter Zimmerman |March 18, 2016

2 min read

Valuing an advisor’s business in a divorce

A look at how Ontario calculates the amount for separating spouses

By Neil Maisel |March 18, 2016

3 min read

Help clients stay safe from fraud

The MFDA has assembled a toolkit for helping clients avoid investment fraud.

By Staff |March 16, 2016

1 min read

Help newcomers file their taxes

Clients who are just starting to set down roots in Canada may not think they have to file taxes, but they're mistaken.

By Staff |March 16, 2016

1 min read