News and resources for Canada's top financial advisors
Estate Planning
Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.
By Philip Porado |July 20, 2012
2 min read
Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets
By Paul Gibney and Brent Pidborochynski |July 19, 2012
4 min read
Get started with our 24-point plan
By Mike George |July 18, 2012
5 min read
Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate
By James Dolan |July 17, 2012
A corporate finance advisor puts together the perfect purchase package
By John Lorinc |July 16, 2012
3 min read
How to duck a knockout blow to your estate
By Ian Harvey |July 13, 2012
6 min read
Laying the foundation for an employee buy-out
By Deborah Aarts |July 10, 2012
If a disabled client receives an inheritance, it can interfere with federal and provincial social assistance benefits. So you must do special planning to prevent any erosion of benefits, while allowing assets to build for the future.
By Carol Bezaire |July 5, 2012
A leading property insurer shares the following tips and considerations for making sure your cottage getaways are both fun and safe this season.
By Neal Muschett |July 5, 2012
Most advisors don’t know the cost of a funeral. “I’ve been doing this 14 years, and every financial person says a funeral costs $10,000,” says funeral director Kat Downey.
By Melissa Shin |July 3, 2012
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