News and resources for Canada's top financial advisors
Financial Planning
More than 1.3 million women and nearly 350,000 men are widowed each year in Canada
By Staff |March 25, 2015
3 min read
To avoid challenges to your Power of Attorney, watch for these problems.
By James Dolan |March 25, 2015
State your views on physician-assisted suicide in your estate planning documents.
By Melissa Shin |February 19, 2015
4 min read
Chances are good that at some point you’ll become an executor for a parent, family member or close friend. But the job’s responsibilities may expose you to significant liability.
By James Dolan |February 17, 2015
When a wealthy, divorced Montreal man died, his three children learned they’d be sharing only half his estate
By John Lorinc |February 11, 2015
5 min read
Non-resident investors have played a part in boosting Canada’s booming condo and real estate market.
By Jeanne Cheng |February 6, 2015
2 min read
There’s more than one way to deal with being broke
February 3, 2015
Advisors guide you through the complicated realms of finance and investments.
February 2, 2015
If you’re unsure how to begin the conversation about how you’re paid, here is a sample email you can send to explain fee-only compensation to clients.
1 min read
When explaining to clients how you’re paid, keep in mind they may be brand new to many investment concepts, including compensation.
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