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 Investing 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 Financial Planning 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 Financial Planning 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 Investing 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 Investing What does a market-maker do? Pulling back the curtain on ETF intermediaries By Mark Burgess |October 11, 2023 3 min read Financial Planning Embrace volatility with dollar-cost averaging DCA helps investors weather the storms of fluctuating prices By Susan Goldberg |April 6, 2018 5 min read