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Canada and USA Flag
Tax strategies

Wills and power of attorney for cross-border clients

Planning for foreign assets may require multiple documents

Canadian industries
Advisor’s Edge

Home bias isn’t all bad

Are your clients invested too much in Canada?

stock trading app
Advisor’s Edge

Investors are finding gaps between perception and reality

GameStop, and the real challenge for capital markets

tax season
Advisor’s Edge

Helping clients through a challenging tax season

Tips for the month ahead

dry environment
Market Insights

Welcome to the new investor wasteland

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

income tax owing
Tax strategies

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

working from home
Tax News

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

investment portfolio
Market Insights

Returns, risk management and free lunches

The cost of diversification in a low-rate environment

  • By: Mark Yamada
  • February 5, 2021 February 2, 2021
  • 10:00
angry mob
Conversations

Choose your foes wisely

Financial services are vulnerable to populism

Coffee Shop owners
Tax News

How to extract cash from a corporation

Consider these options to avoid unexpected tax results

Tax strategies

Tax planning in a unique year

CERB, combined with lower deductions, is a recipe for potential tax owing

fine balance
Market Insights

The precariousness of low interest rates: Part 2

Why own bonds? It’s about the sign change

  • By: Mark Yamada
  • October 30, 2020 November 3, 2020
  • 09:00
cash flow
Market Insights

For investors, cash flows only tell half the story

Don’t fall prey to cash-is-king platitudes