Advisor to Client

Decorative pattern

Tax

Avoid mistakes as an American in Canada

If you’re an American living and working in Canada, you need to be careful with your finances, especially when considering taxes.

By Dean DiSpalatro |May 30, 2014

3 min read

Decorative pattern

Tax

How much should you pay your executor?

Executors get paid before heirs do. Make sure you compensate them correctly.

By James Dolan |May 30, 2014

3 min read

Decorative pattern

Financial Planning

Make sure your will is crystal clear

Taking these tips for a well-crafted will can mean the difference between estate angst and beneficiary bounty.

By Elaine Blades |May 28, 2014

3 min read

Decorative pattern

Financial Planning

Conversation starter – Make sure your will is crystal clear

Ask your client, “Who wrote your will?”

May 28, 2014

1 min read