Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover.


Tax

What you need to know about bare trusts

Many people can have this type of trust and not realize it

By Rudy Mezzetta |March 14, 2024

3 min read

Finding your volatility sweet spot

Selecting investments with predictable patterns of gains and losses can help keep you invested

By Coreen Sol |March 7, 2024

4 min read

Tax

Does your employer have to provide Form T2200?

Employees need the form to claim home-office expenses this tax filing season

By Rudy Mezzetta |February 16, 2024

2 min read

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



What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

3 min read

What is a covered call?

Options strategies can provide income in flat or down markets

By Suzanne Yar Khan |October 11, 2023

3 min read

What does a market-maker do?

Pulling back the curtain on ETF intermediaries

By Mark Burgess |October 11, 2023

3 min read

Embrace volatility with dollar-cost averaging

DCA helps investors weather the storms of fluctuating prices

By Susan Goldberg |April 6, 2018

5 min read

1 2 3 87