Imagine this: it’s Monday morning, and your team’s work schedule has already updated itself to reflect last-minute changes—no frantic emails, no scribbled edits, no wasted time. Sounds like a dream, ...

(November 2004) If you are like many Canadian advisors, year-end tax planning with clients and the onslaught of RRSP season can have a significant impact on an already time-constrained schedule. “What ...