Skip to content

Opens in a new window Opens an external site Opens an external site in a new window

News and resources for Canada's top financial advisors

Industry News
Practice
Tax
Investments
Insurance
Economy
Partner Content

Log in Subscribe

Log in Subscribe

Industry News
- Industry
- Regulation
Tax
Practice
Investments
- Market Insights
- Products
Insurance
- Life
- Living Benefits
Economy
- Economic Indicators
Partner Content

Webinars
Advisor to Client
CE Corner
Magazine Archives
Columnists

Log in Subscribe

TESTING

Share

Home
Practice

TESTING

February 26, 2025 | Last updated on February 26, 2025

Subscribe to our newsletters

Share

Wedding bells — or alarm bells?

Planning and Advice

Wedding bells — or alarm bells?

What to do when you suspect an elderly client is being manipulated in a late-life relationship

By Allan Janssen |May 27, 2024

4 min read

Partnering like a pro: Advisors and family meeting facilitators

Partnering like a pro: Advisors and family meeting facilitators

Family meetings can break the money taboo and set families up for financial success

By Noushin Ziafati |May 24, 2024

6 min read

Trusted contact restores communication after clients defrauded

Planning and Advice

Trusted contact restores communication after clients defrauded

Advisor shares experience plus tips for naming TCPs

By Michelle Schriver |May 15, 2024

4 min read

Subscribe to our newsletters

Facebook
Twitter
LinkedIn

Industry News
Practice
Tax
Investments
Insurance
Economy
Partner Content

About
Customer Service
Advertise with Us
FAQ
Accessibility Policy
Statement of Ethics
Privacy Policy
Terms of Use

Industry News
Practice
Tax
Investments
Insurance
Economy
Partner Content

About
Customer Service
Advertise with Us
FAQ
Accessibility Policy
Statement of Ethics
Privacy Policy
Terms of Use

Subscribe

© 2025 Newcom Media Inc.

Member of:

Explore our other publications:

Explore our French-language publications:

Acknowledged by

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.

Read More