Financial Planning

Financial Planning

Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

February 2, 2015

2 min read

Financial Planning

Planner: 5 common client questions about fee-only compensation

Most clients come to the table knowing little about how you’re compensated.

February 2, 2015

2 min read

Financial Planning

Divorce leaves business in limbo

Jerrod and Penelope met and married when they were employees at a competitor firm. Their financial situations were similar, so they didn’t bother with a marriage contract or shareholders’ agreement.

By Dean DiSpalatro |January 16, 2015

5 min read

Financial Planning

Will you be a centenarian?

Don’t think you’ll live past age 100? More than 50,000 people across North America already have, says Dan Anders

January 16, 2015

5 min read

Financial Planning

Inheriting overseas property

One of the important legal distinctions when dealing with foreign property is between immovable and movable property.

By Darren Lund |January 14, 2015

3 min read

Financial Planning

Is email on the way out?

Email’s usefulness is collapsing under its own weight. Let’s look at two newer solutions you can use to communicate effectively.

January 9, 2015

3 min read

Financial Planning

5 tips to set up an accurate trust account

If you decide to include a trust for your beneficiaries as part of your financial plan, here are some tips to ensure it's accurate.

By Caroline Cakebread |January 9, 2015

2 min read

Financial Planning

The right way to build a family trust

Planning benefits should trump tax savings when you build a family trust. But that doesn’t stop some people from placing assets into trusts expressly to trim their tax bills.

By Melissa Shin |January 6, 2015

3 min read

Financial Planning

Snowbirding 101

Many Canadians dream of no more cold; no more grey; no more bundling up in boots, scarves and gloves. No more wishing and hoping spring could get here sooner.

By James Dolan |January 2, 2015

4 min read

Financial Planning

Buying U.S. vacation property

As pleasant as the dream of ownership sounds, the reality of buying property in the U.S. is a little more complicated, particularly for non-citizens.

By James Dolan |January 2, 2015

6 min read

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