Risk Management

Decorative pattern

Risk Management

Conversation starter – Cottage liability

Do some of your clients own cottages? Ask them, “What kind of insurance do you have?”

November 25, 2013

1 min read

Decorative pattern

Risk Management

Don’t overlook intangible assets

Intellectual property and other intangible assets are often the most valuable pieces of your business. Here's how to protect them

By Patricia Harris |November 21, 2013

2 min read

Decorative pattern

Risk Management

Conversation starter – Don’t overlook intangible assets

Need to break the ice with clients about overlooking intangible assets?

November 21, 2013

1 min read

Decorative pattern

Financial Planning

Your role as a trustee

Before you become a trustee, learn the rules you’ll have to play by.

By Elaine Blades |November 14, 2013

3 min read