The handy Regulatory Map of Canada allows the user to see the financial regulatory bodies in any province or nationally, with links to their respective websites.

Investors should spend some upfront time contemplating their exit strategy to help avoid an unexpected liquidity trap.

Amidst the backdrop of global financial events, Omid Malekan has produced several interesting short videos, including one offering a novel look at the European debt crisis.

This tongue-in-cheek introduction belies a serious topic — the intervention of central banks and possible consequences.

Exchange-traded funds (ETFs) have grown beyond replicating a broad index to more complex forms, some of which use over-the-counter swaps and other derivatives to synthetically replicate market exposure or leverage.

This is the second of a two-part presentation on the taxation of trusts and their role in estate planning. It will cover three essential topics: estate planning using trusts; the use of testamentary spousal trusts; and the 21-year deemed disposition rule. This webcast is intended for an audience with a basic understanding of trust fundamentals.

There's a big difference between saving for retirement and having a retirement income plan. You may be accumulating retirement assets — but do you know how to use them efficiently to create retirement income? This webcast will examine the various retirement income streams and explain how to combine them efficiently to create a retirement income plan.

How do you plan for the retirement you want, and what actions are necessary to achieve it? There are a number of accumulation options available to build your retirement assets. This webcast will look at how combining some of these approaches may be the most efficient way to piece together a solid retirement strategy.

Association events and seminars bring CGAs, students and other professionals together for valuable learning and networking. The Events pages present detailed descriptions of PD opportunities and special events around Alberta as well ...

The income tax accounting arising on the death of a taxpayer can vary from simple to extremely complex. Where a taxpayer’s affairs fall within this range depends on the type of assets held at death, the character of the taxpayer’s income, and the existence of particular beneficiaries. In this course, emphasis has been placed on the disparate, but most common, situations found on the death of a Canadian resident.