May 2022

An inconvenient truth about ESG investing An inconvenient truth about ESG investing

Advisor's Edge

An inconvenient truth about ESG investing

Widespread awareness has not translated into widespread impact

By Mark Yamada |May 9, 2022

4 min read

CRA can use ‘arbitrary assessments’ to fill a filing void CRA can use ‘arbitrary assessments’ to fill a filing void

Advisor's Edge

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

By Jamie Golombek |May 9, 2022

4 min read

What is a net-zero portfolio? What is a net-zero portfolio?

Advisor's Edge

What is a net-zero portfolio?

As companies pledge to eliminate emissions, clients may be asking for portfolios that do the same

By Michael McKiernan |May 9, 2022

4 min read

Breaking down the ‘executor’s year’ Breaking down the ‘executor’s year’

Advisor's Edge

Breaking down the ‘executor’s year’

Some beneficiaries are entitled to interest on their inheritance starting one year after death

By Rudy Mezzetta |May 9, 2022

3 min read

Truth in labelling comes for Ontario advisors Truth in labelling comes for Ontario advisors

Advisor's Edge

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

By Melissa Shin |May 9, 2022

2 min read

Investor’s inheritance, ESG concerns prompt her to switch advisors Investor’s inheritance, ESG concerns prompt her to switch advisors

Advisor's Edge

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

By Suzanne Yar Khan |May 9, 2022

7 min read

Adventures in personality testing Adventures in personality testing

Advisor's Edge

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

By Mark Burgess |May 9, 2022

3 min read

Estate planning with TFSAs Estate planning with TFSAs

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Acting as attorney for property when your client is family Acting as attorney for property when your client is family

Advisor's Edge

Acting as attorney for property when your client is family

Best practice calls for separate roles

By Michelle Schriver |May 9, 2022

2 min read

Do corporate spinoffs reward shareholders? Do corporate spinoffs reward shareholders?

Advisor's Edge

Do corporate spinoffs reward shareholders?

Creating value by shrinking

By Al and Mark Rosen |May 9, 2022

3 min read

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