News and resources for Canada's top financial advisors
Risk Management
Angelina Jolie Pitt's experiences can help clients when buying life insurance
By Susan Goldberg |May 5, 2015
4 min read
New rules beginning January 1, 2017, will impact the taxation of Canadian life insurance policies.
By John McKay |March 9, 2015
2 min read
Start a family conversation about elder care.
By David Wm. Brown和Sarah Brown |February 28, 2015
1 min read
Start a family conversation about elder care
By डेविड ब्राउन और सारा ब्राउन |February 28, 2015
By ਡੇਵਿਡ ਡਬਲਿਊ ਐਮ. ਬਰਾਊਨ ਅਤੇ ਸਾਰਾਹ ਬਰਾਊਨ |February 28, 2015
We’re living longer and — in many cases — enjoying unprecedented good health in old age, but that comes with a cost
By David Wm. Brown and Sarah Brown |February 27, 2015
3 min read
Starting a conversation about someone’s age is a sure way to be the least popular person in the room. But while this is a no-go territory for cocktail party chatter, it’s a conversation you need to have with your parents.
Financial Planning
State your views on physician-assisted suicide in your estate planning documents.
By Melissa Shin |February 19, 2015
If you’re running a business but haven’t yet moved beyond emails for project management and your administrative software is still tied to your in-office computers, it’s time to consider the cloud.
January 30, 2015
Test and maintain your smoke and CO detectors, says the Insurance Bureau of Canada. Find out what else IBC advises
By Staff |December 18, 2014
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