Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover. 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 Financial Planning Pre-nups can prevent messy divorces A cohabitation agreement can be helpful for unmarried couples By Nina Dragicevic, The Canadian Press |March 19, 2024 4 min read 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 4 min read Investing 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 Financial Planning 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 Financial Planning 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