News and resources for Canada's top financial advisors
Planning and Advice
This National Book Lovers' Day, escape into the pages of a good book with J.P. Morgan's annual summer reading list.
By Staff |June 17, 2016
1 min read
Industry
We had such a positive response to our last article that we thought we’d do a follow up with more practical tips.
By Craig White and Grant White |June 16, 2016
3 min read
The dawn of retirement marks an excellent time for clients to reassess everything from spending habits to marital health.
By Camilla Cornell |June 16, 2016
2 min read
The amendment would have allowed people to spell out the circumstances in which they would want an assisted death.
By Staff, with files from The Canadian Press |June 15, 2016
5 min read
Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.
By Staff |June 10, 2016
The author thanks her dad for being upfront about his financial plans, and offers tips for family discussions about money.
By Susan Goldberg |June 9, 2016
4 min read
Investors may want guaranteed income, but consider whether they need liquidity.
June 7, 2016
Your clients may have questions for you about what this means for them.
By Staff, with files from The Canadian Press |June 6, 2016
7 min read
If your clients are wondering if they should update their PoAs or living wills to take doctor-assisted death into account, tell them to hold off.
Baby boomers in Canada will inherit approximately $750 billion over the next decade.
By Staff |June 6, 2016
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