Advisor to Client

Decorative pattern

Financial Planning

Why you need to build a company that can run without you

Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.

By John Lorinc, Canadian Business |October 22, 2016

2 min read

Decorative pattern

Financial Planning

Business owner? Learn about the classic estate freeze

The strategy may be right for you and your estate planning

By Jessica Bruno |October 21, 2016

3 min read

Decorative pattern

Financial Planning

Non-smoking pot user? Look for breaks on life insurance premiums

If you use marijuana for medical purposes or even recreationally, it’s important to be aware of your life insurance rates

By Susan Goldberg |October 17, 2016

4 min read

Decorative pattern

Risk Management

Help clients manage through divorce

Divorce is never easy, so your clients may lean on you if their marriages break down

By Staff |October 3, 2016

1 min read