News and resources for Canada's top financial advisors
Risk Management
Estate planning checklist
By ਸਟਾਫ਼ |June 17, 2014
Financial Planning
Joint policies may seem attractive because of the cost savings. But it doesn’t cost much more to insure each life individually, and you or your spouse receives double the payout.
By Sarah Brown |June 8, 2014
3 min read
Keeping your financial information private.
May 20, 2014
1 min read
The global cost of natural catastrophes is now in the billions. Flooding is a leading cause. Are you covered?
May 15, 2014
2 min read
How to stay in step with software and keep your practice safe now that XP is over.
May 2, 2014
Kidnapping for ransom is a billion-dollar business. Before you or your employees go abroad, protect yourselves.
April 28, 2014
Ask your clients, “Do you travel much for business?”
Who will make decisions about your home and health if you can’t? Plan ahead before it’s too late.
By Elaine Blades |April 23, 2014
If you’re not sure how much a funeral actually costs, you’re not alone. Deal with the difficult choices now and put your mind at ease.
By Melissa Shin |April 16, 2014
You could lose millions without property and casualty insurance
By Melissa Shin |April 8, 2014
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