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


Strategy for consistent performance is often most difficult one to adopt

Don’t let behavioural biases impede your investment success

By Coreen Sol |May 7, 2024

4 min read

Renovating on a budget

Inflation, higher interest rates add to the financial challenges

By Sammy Hudes, The Canadian Press |April 25, 2024

4 min read

Tax

What is a qualifying home under FHSA rules?

A broad range of residential property counts

By Rudy Mezzetta |April 11, 2024

5 min read

Tax

Is holding a mortgage in your RRSP a good idea?

Tax rules allow homeowners to hold their mortgage in a registered plan if certain conditions are met

By Rudy Mezzetta |March 19, 2024

3 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

Tax

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

Here are the changes to CPP deductions starting in 2024

The CPP now includes a new, second earnings ceiling

By Ritika Dubey, The Canadian Press |January 2, 2024

2 min read

1 2 3 87