Financial Planning

Financial Planning

Get a new perspective on cash flow planning

If you don’t have a written cash flow plan, get started by gaining a new perspective.

January 20, 2014

2 min read

Financial Planning

Should you put your cottage in a trust?

Putting the family cottage in a trust could preserve it for future generations and keep the family peace.

By Dean DiSpalatro |January 17, 2014

2 min read

Financial Planning

Conversation starter – Should you put your cottage in a trust?

Ask your client, “Who’s inheriting the family cottage?”

January 17, 2014

1 min read

Financial Planning

Should you commute your pension?

What to think about before deciding to commute your pension.

By Staff |January 14, 2014

2 min read

Financial Planning

Preparing for rising rates

In the investment world, most things that go down eventually come up, and that means it’s only a matter of time before rates rise.

By Staff |January 13, 2014

2 min read

Financial Planning

Valuing intangible assets

Goodwill, trademarks and other intangible assets boost the worth of your business. But calculating their value can be tough.

By Steven Hacker and Amanda Salvatori |January 9, 2014

3 min read

Financial Planning

Can you leave money to an unborn heir?

What if you want to leave funds for a child or grandchild yet to be born? You can do it, but it’s complicated.

By Lisa MacColl |January 8, 2014

3 min read

Financial Planning

Before doing business with family

Business partners should consider the following what ifs, even if they think they know each other well.

By Suzanne Sharma |January 7, 2014

2 min read

Financial Planning

Quick tips for strong finances

As part of the Investor Education Fund’s financial literacy campaign, CTV News Toronto’s Pat Foran has five tips to help you achieve your financial goals

By Staff |January 6, 2014

1 min read

Financial Planning

Conversation Starter – Pick the right destination

Where should you spend the winter? These questions will help you decide.

January 2, 2014

4 min read

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