Planning and Advice

Planning and Advice

The hidden value of financial planning

Advisors share what they offer—beyond the plan

By Michelle Schriver |February 21, 2018

6 min read

Advisor's Edge

Learning to love your future self

Rituals, apps and other methods to help clients overcome an aversion to saving

By Mark Burgess |February 17, 2018

9 min read

Advisor's Edge

How much retirement saving is enough?

What advisors can do to answer the question on every client's mind

By Mark Burgess |February 17, 2018

3 min read

Planning and Advice

When senior clients can’t—or won’t—retire

It’s time to retire assumptions about retirement

February 17, 2018

4 min read

Advisor's Edge

Is co-investing with clients an important bond or a marketing ploy?

The Big Question asks

By Michelle Schriver |February 17, 2018

2 min read

Planning and Advice

Coach clients with a newly empty nest

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

By Gil Martinez |February 17, 2018

2 min read

Advisor's Edge

Learn how to help freelancers

The number of self-employed workers in Canada is growing

By Katie Keir |February 17, 2018

6 min read

Advisor's Edge

How to avoid bad third-party referrals

Offering third-party referrals to clients is generous and helps bolster your value

By Katie Keir |February 17, 2018

4 min read

Advisor's Edge

Advisor Confidential: Justin & Olivier Grenier

Meet the portfolio managers from National Bank Financial

By Susan Goldberg |February 17, 2018

3 min read

Planning and Advice

What the IPP numbers look like in 2018

Find out what individual pension plans could pay in retirement benefits and terminal funding

By Lea Koiv and Mark Lesniewski |February 15, 2018

6 min read

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