News and resources for Canada's top financial advisors
Risk Management
Constructive dismissal is difficult to prove. Here’s what employment lawyers think she should do.
By Staff |April 4, 2014
3 min read
It’s a sign of respect to be asked to serve as an executor. Make sure you’re right for the job by asking these four questions
By James Dolan |April 1, 2014
2 min read
Without a legal or financial background, being an executor can be tough going. Avoid these five common mistakes.
By Elaine Blades |March 11, 2014
Financial Planning
Many of your clients have been with you for years and in some cases decades.
By Staff |February 25, 2014
1 min read
When was the last time you reviewed your will? Five steps to ensuring it still works.
By Elaine Blades |February 14, 2014
5 steps to estate planning success
By एलीन ब्लेड्स |February 14, 2014
By ਈਲੇਨ ਬਲੇਡਜ਼ |February 14, 2014
Avoid a massive tax bill when passing on the family business.
By Ted Warburton |February 11, 2014
Learn some of the legalese you’ll come across as an executor
By Staff |February 7, 2014
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