News and resources for Canada's top financial advisors
Technology
Clients can access financial planning tools using Google Assistant
By Staff |January 17, 2019
2 min read
Planning and Advice
The FCAC finds a knowledge gap
By Staff |January 15, 2019
1 min read
Fewer than one in five are confident they can save what they think they'll need
By Staff |January 14, 2019
The new functions add to existing insurance and savings services
By Staff |January 10, 2019
The pilot project is targeting a public launch for the fall
More than half are living paycheque to paycheque, a survey finds
By Staff |January 8, 2019
Find out what is
By Staff |January 2, 2019
Market Insights
Knowing the hallmarks of fraud can help you and your clients
By Al and Mark Rosen |December 21, 2018
3 min read
Advisor's Edge
These wealthy clients haven’t planned for the future
By Suzanne Yar Khan |December 19, 2018
8 min read
The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he met his wife, Grace,* now an accomplished surgeon, in their graduating year (1990). They worked separately at various Ontario hospitals and clinics for nine years. Neither was incorporated. In 2000, […]
By Stuart Dollar |December 19, 2018
5 min read
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