March 30, 2021

Tax Filing in the Age of COVID

(From the April 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg   As of mid-March 2021, the Canada Revenue Agency (CRA) has not announced […]
March 30, 2021

Attracting Tomorrow’s Client

(From the April 2021 Edition of eFORUM) By Erin Bury It’s no secret that technology has drastically changed the way younger generations handle their finances. From […]
March 30, 2021

The Benefit of Lifetime Benefit Trusts

(From the April 2021 Edition of eFORUM) By Kevin Wark After a year of writing, editing, and more editing, the first edition of The Essential Canadian […]
March 30, 2021

3 Habits to Improve Your Networking Follow-up

(From the April 2021 Edition of eFORUM) By Mia and Andy Torr If you’ve ever felt awkward or disorganized about following up, you aren’t alone. It’s […]
July 7, 2021

New Employee Stock Option Rules

(From the July 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg On July 1, 2021, new stock option rules came into force to limit […]
July 7, 2021

When Is It Time for an Advisor to Retire?

(From the July 2021 Edition of eFORUM) By Christine Timms Deciding when to retire is a very personal decision. In this industry, we are fortunate that […]
Join Advocis