News and resources for Canada's top financial advisors
Estate Planning
A solid financial plan can be destroyed when clients get divorced. This is particularly true when the divorce involves a couple with Canada-U.S. financial, tax and estate-planning considerations. We’ve seen more planning inquiries by people who’ve met their spouses via online dating sites. In many cases, one person will be moving from Canada to the […]
By Terry Ritchie and Jeff Sheldon |July 11, 2013
4 min read
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.