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2026
This advisor found a book to co-purchase after leveraging her expertise in tax and estates
July 29, 2026 - Alysha Tse shares how and why she partnered with Chernick James Tse & Associates Wealth Counsel, as the practice prepared for…
2026
How better prospecting can lead to stronger client relationships
July 6, 2026 - Advisors should be just as intentional about finding the right client as clients should be about finding the right advisor, writes…
2026
How to prevent multigenerational households from descending into financial resentment
June 18, 2026 - When planned well, multigenerational households can lower costs, support childcare and elder care, and save for education, a down payment, or…
2026
For business owners, choosing the right mix of salary and dividends is all about flexibility
June 16, 2026 - Andrew Feindel considers two tax-effective income sources alongside salary and dividends: capital gains within the corporation and non-registered investments.
2026
Bitcoin and gold: A lesson in fundamental vs. speculative value
June 14, 2026 - Anwar Husain writes that gold has reached record highs this year while bitcoin has fallen back toward its 2024 levels. Do…
2026
Why adding adult children as joint owners can create more problems than it solves
June 4, 2026 - Ida Khajadourian, writes that joint ownership, often intended as a simple estate-planning shortcut, can create serious tax, legal, and family consequences…
2026
What advisors can learn about portfolio structure from Canada’s pension plans
May 19, 2026 - Like Canada’s highly regarded Maple 8 public pension funds, advisors can structure portfolios with strategic and tactical asset allocation, writes Craig…
2026
Tax refund to invest? Ignore the noise and look to international stocks
April 27, 2026 - Even with markets more volatile than usual, Ida Khajadourian shares her strategy of avoiding cash in favour of focusing on companies…
2026
Retirement isn’t a number. It’s a system that must hold up over time
April 24, 2026 - Evan Riddell explains that most successful retirements aren’t defined by the largest portfolios, but rather by a plan that is clear,…