News and resources for Canada's top financial advisors
Estate Planning
Segregated funds are often seen as useful for minimizing potential estate administration fees.
By Keith Masterman |March 31, 2016
4 min read
Industry
Last week's budget nixed the tax advantages of a popular life insurance strategy
By Staff |March 28, 2016
3 min read
Budget 2016 wasn’t kind to business owners
By Melissa Shin |March 22, 2016
2 min read
Self-injury and disability claims related to mental illness are being scrutinized
By Katie Keir |March 10, 2016
A five-month investigation reveals an overlooked aspect of insurance policy donations
By Melissa Shin |March 10, 2016
18 min read
Life
The short answer is possibly yes.
By Frank Di Pietro |March 4, 2016
Customers who choose this new insurance will have opportunities to save on their insurance premiums.
By Staff |February 9, 2016
1 min read
Word of mouth tells me that around 5% of all CI offers are actually taken. Why?
By Chris Paterson |December 7, 2015
5 min read
Nearly one-third of Canadians travel more now than they did five years ago.
By Staff |November 30, 2015
58% of Canadians are worried about outliving their retirement savings
By Staff |November 17, 2015
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