News and resources for Canada's top financial advisors
Estate Planning
Protect clients in case their relationships don’t work out.
By Nathalie Boutet |April 21, 2017
4 min read
Tread carefully to avoid tax mistakes
By Margaret O’Sullivan |April 21, 2017
Depending on family dynamics, it's a structure that may make sense.
By James Dolan |April 13, 2017
This client case walks you through the process
By Susan Goldberg |April 13, 2017
6 min read
The way an estate freeze is set up can have significant implications in family law.
By Nathalie Boutet and Michael Henry |April 4, 2017
5 min read
Warren Buffett famously noted that, when it comes to inheritances, the perfect amount to leave children is enough so that they feel they can do anything, but not so much that they can do nothing. Sounds like a plan for success. The only problem is, many Canadians don’t have a plan at all. A BMO […]
By Staff |March 30, 2017
2 min read
If you have charitable clients, read this article.
By Katie Keir |March 24, 2017
3 min read
Despite best efforts, some wills contain oversights, ambiguities or spelling mistakes.
By James Dolan |March 10, 2017
Can a person acting under a PoA make gifts or change beneficiary designations?
By Keith Masterman |February 7, 2017
How to help clients execute wills compliant with faith or treaty
By Susan Goldberg |January 27, 2017
8 min read
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