News and resources for Canada's top financial advisors
Risk Management
Learn about powers of attorney and adult guardianship.
By Staff |May 5, 2016
1 min read
Financial Planning
We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real
By Staff |April 21, 2016
5 min read
In an ideal world, an estate would have one will; in the real world, things aren't always so neat
By James Dolan |March 4, 2016
4 min read
Getting hitched? Give at least as much thought to your investments as you do your gift registry
By Susan Goldberg |February 23, 2016
Dismissed, downsized, dumped? There’s no easy way to hear you’re suddenly out of work
By Kira Vermond, Moneysense |February 1, 2016
2 min read
It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that resonated with you and your clients the most.
By Staff |December 18, 2015
It didn’t take long for two estate battles to erupt in this sample case
By Dean DiSpalatro |November 6, 2015
6 min read
Pensions and healthcare aren’t the only types of aid that employees need
By Sarah Brown |October 30, 2015
A major benefit to owning commercial property is that your equity can become a source of financing.
September 30, 2015
When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another
By James and Deborah Kraft |July 30, 2015
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