Practice

Wedding season could hurt clients’ wallets

Between wedding showers, engagement parties and ceremonies, Canadians plan to spend an average $776 on gifts for each wedding they attend this year. Here's how to help.

By Staff |June 4, 2015

2 min read

Older Canadians share financial lessons

Almost six out of 10 older Canadians experienced a major life event that challenged their prior financial plans, finds an OSC survey.

By Staff |June 1, 2015

1 min read

IIROC settles with advisor who made personal deals with clients

On April 16, 2015, an IIROC hearing accepted the settlement agreement, including penalties, entered into between IIROC staff and Daniel Siska.

By Staff |June 1, 2015

1 min read

Help clients plan beyond their weddings

Your younger clients – or maybe their excited parents – may be planning on spending a lot of money on their weddings, but a lavish party is a missed investing opportunity.

By Staff |May 29, 2015

1 min read