News and resources for Canada's top financial advisors
Financial Planning
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
How do Canadians stack up when it comes to risk and decision-making for their investments?
1 min read
Here’s some text to help you put together a topical presentation on marriage contracts that you can customize for your next client meeting.
February 10, 2014
Advisors know a divorce can be one of the most dangerous financial risks clients will ever face. And as financial professionals, we wouldn’t be doing our jobs if we didn’t address that risk.
5 min read
To have a successful cash flow plan, you must identify your frequent financial habits.
2 min read
Risk Management
Learn some of the legalese you’ll come across as an executor
By Staff |February 7, 2014
All your clients lead busy lives, but perhaps none more so than the business owners and other high-level professionals you advise.
By Staff |February 4, 2014
Tax
Ask wealthy older clients if they’ve ever considered setting up a trust.
February 4, 2014
Trademarks, client relationships and other unconventional assets can be leveraged to help a business grow
By Rania Llewellyn |February 3, 2014
Set at a fictional Lehman Brothers-style investment firm in the early days of the 2008 financial crisis, Margin Call (2011) bills itself as an inside look at the meltdown.
By Jessica Bruno |February 3, 2014
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