Financial Planning

Advisor to Client: The math behind financial independence, retire early Advisor to Client: The math behind financial independence, retire early

Financial Planning

Advisor to Client: The math behind financial independence, retire early

FIRE requires high savings, income, and focuses on rate of return at expense of tax efficiency, other factors

By Kumutha Ramanathan, The Canadian Press |May 4, 2026

4 min read

Advisor to Client: The legal and financial pitfalls of ‘silent divorce’ Advisor to Client: The legal and financial pitfalls of ‘silent divorce’

Financial Planning

Advisor to Client: The legal and financial pitfalls of ‘silent divorce’

When neither partner indicates they want to separate, things can get messy when new assets are acquired

By Christopher Reynolds, The Canadian Press |March 13, 2026

4 min read

Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses

Financial Planning

Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses

A traditional funeral with burial can cost between $5,000 and $25,000, Sun Life estimates

By Lauren Krugel, The Canadian Press |January 22, 2026

4 min read

Advisor to Client: Small monthly changes can add up over the year to help boost savings Advisor to Client: Small monthly changes can add up over the year to help boost savings

Financial Planning

Advisor to Client: Small monthly changes can add up over the year to help boost savings

Small monthly changes can add up over the year, experts say

By Craig Wong, The Canadian Press |January 8, 2026

3 min read