Scott EdgingtonApr 11 minWealth Update – Informal Trusts for ChildrenFirstly, let’s clarify a point form last week. The CRA is waiving the late filing penalties for 2023 and not the filing requirement. The...
Scott EdgingtonFeb 1, 20232 minWealth Update – Strongest And Weakest Funds In 2022 And T2033 AddressesWe’ve been preparing these tables for a few years now, and it’s interesting to see how things change over time. Looking back at 2021, we...
Scott EdgingtonAug 5, 20222 minFive Summer To-Do’sHere are five great reasons for you to contact your clients: With all this market volatility, it is a great time to rebalance portfolios...
Scott EdgingtonNov 17, 20211 minWorking with Aging ClientsMore and more advisors share stories with us about how clients change as they age. In particular: Forgetfulness Repeatedly asking for the...