Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
“Not that material”: that’s how Sprott’s CFO characterized its mutual funds business’ earnings in 2016.
Worth $3 billion, the assets will be sold to a management group led by Sprott executives.
Your business owner clients may think of themselves as middle class, but according to the Trudeau government, they aren’t. In its 2017 federal budget, “Building the Middle Class,” the government reveals it will be reviewing how private corporations create unfair advantages for “high-income individuals.” Read: Liberals reviewing private corporations, high-income tax strategies And what exactly […]
Put your accountant and lawyer clients on notice: the next few years are going to be extra painful.
Before Marco Gil moved to a discretionary platform, he had to know his ABCs.
What she's doing instead, she says, is an extension of her life's work.
Winter is ending.
Established financial services players are far from immune to cybersecurity threats — witness how the Heartbleed bug took down CRA in 2014, and how IIROC accidentally lost data from 52,000 clients in 2013. But when a new technology gains momentum — like robo-advice — people will scrutinize any vulnerability. This became apparent last week, after […]
What that means for clients
Good tax planning should happen year-round. So help clients get off on the right foot.