News and resources for Canada's top financial advisors
Risk Management
Need to break the ice with clients about planning for a natural disaster?
October 22, 2013
1 min read
Most people underinsure their art collections, make sure to use an insurance company that knows what it’s doing.
By Vikram Barhat |October 4, 2013
2 min read
Need to break the ice with clients about insuring their art collection? Try this
October 4, 2013
As a card-carrying millennial, you’re likely busy paying off debt and pursuing a better job, and insurance isn’t your top priority.
By Sarah Brown |October 1, 2013
Need to break the ice with clients about protecting their estate against tax? Start by sending them this article.
October 1, 2013
The right insurance structure helps companies survive when owners pass on
By Chris Ireland |September 30, 2013
Ensuring there’s a strategy in place if you ever become incapable of managing your affairs.
By Elaine Blades |September 24, 2013
3 min read
You know incapacity planning and powers of attorney are important, but how much do you really know about how they work?
By Elaine Blades |September 17, 2013
5 min read
Need to get your client thinking about insurance for their stay-at-home spouse? Try this.
September 15, 2013
Need to get your client thinking about the financial impact of getting married..again? Try these tips.
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