Risk Management

Risk Management

How to leverage trademarks

Trademarks, client relationships and other unconventional assets can be leveraged to help a business grow

By Rania Llewellyn |February 3, 2014

2 min read

Estate Planning

Who will buy my company?

There are three kinds of buyers who will be interested in your company.

By Mark Groulx |January 28, 2014

3 min read

Risk Management

Conversation starter – Avoid these 5 estate administration mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?’

January 24, 2014

1 min read

Financial Planning

Before doing business with family

Business partners should consider the following what ifs, even if they think they know each other well.

By Suzanne Sharma |January 7, 2014

2 min read

Risk Management

When a co-owner dies

Planning for the possible death of an owner is one of the most difficult tasks business people will confront. Here are four ways to plan.

By Chris Ireland |January 3, 2014

3 min read

Risk Management

Draft new powers of attorney carefully

Have you inadvertently muddied the waters for your power of attorney?

By Darren Lund |December 20, 2013

2 min read

Risk Management

Dealing with identity theft

Empower yourself. Reclaiming your identity after it’s been stolen.

By Lisa MacColl |December 13, 2013

2 min read

Risk Management

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

December 13, 2013

1 min read

Risk Management

Give the gift of life

Organ donation is one of the greatest altruistic acts. Here's what to consider when it comes to insurance

December 3, 2013

2 min read

Financial Planning

How trustee rules have changed

It's crucial for you and your advisor to understand the unique responsibilities of being a trustee.

By Elaine Blades |November 27, 2013

2 min read

← Previous 1 … 7 8 9 10 11 … 13 Next →