Financial Planning

Financial Planning

Mom collapses trust to fund child’s education

Robert Mendenhall is vice president of tax and estate planning at Richardson GMP Ltd.

By Dean DiSpalatro |March 7, 2014

4 min read

Financial Planning

Should you use a Chromebook?

Tablets leave you wanting more? A Chromebook can help you manage your small business.

March 6, 2014

2 min read

Financial Planning

A web app to manage your tasks

If you’re a typical professional, you’re busy with a seemingly endless schedule of meetings, and most of those meetings generate a slew of new tasks.

March 3, 2014

3 min read

Financial Planning

Identify inefficient interest

Find out how to capture funds wasted on inefficient interest.

March 3, 2014

2 min read

Financial Planning

Grapple with challenging circumstances

Many of your clients have been with you for years and in some cases decades.

By Staff |February 25, 2014

1 min read

Financial Planning

How can you better control your income and debts so that you harness all your available funds? When tackling cash flow planning, first look at which expenses you can actually control and how to do that. Then, your advisor can help you make any needed changes to your debt structure. Once you take those steps, […]

February 24, 2014

2 min read

Financial Planning

Making sense of online assets

This is what happens to your LinkedIn account after you die. (With info on Facebook, Twitter, PayPal and more.)

February 19, 2014

2 min read

Financial Planning

Cash flow planning: Go for gusto

Cash flow planning isn’t about sacrifices and delayed gratification; it’s about living with gusto.

February 18, 2014

1 min read

Financial Planning

Dealing with divorce

The numbers don’t look good. According to Statistics Canada, more than 100,000 Canadians get divorced every year; and 43% of marriages end in divorce before the 50th anniversary.

By Staff |February 10, 2014

4 min read

Financial Planning

Quiz: How do emotions affect investments?

How do Canadians stack up when it comes to risk and decision-making for their investments?

By Staff |February 10, 2014

1 min read

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