Advisor to Client

Critical questions for would-be executors

Risk Management

Critical questions for would-be executors

It’s a sign of respect to be asked to serve as an executor. Make sure you’re right for the job by asking these four questions

By James Dolan |April 1, 2014

2 min read

Decorative pattern

Tax

What to ask before accepting the executor’s job

Getting asked to be an executor is an honour, but you don’t have to accept. These factors can make the job difficult:

By James Dolan |April 1, 2014

2 min read

Decorative pattern

Financial Planning

You’re never too wealthy for CPP

How to time your CPP application for maximum benefit.

By Maureen Glenn |March 31, 2014

3 min read

Decorative pattern

Financial Planning

Planner: Conduct productive retirement meetings

Here’s a timeline for the sequence of retirement meetings. Try it with your clients.

March 31, 2014

2 min read