Financial Planning

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

By MoneySense |August 24, 2016

3 min read

Financial Planning

The best way to unlock a LIRA early

An investor asks, is there any way to access this money before age 55 and if so, what would be my best strategy?

By MoneySense |August 10, 2016

2 min read

Financial Planning

10 pieces of financial wisdom from Gail Vaz-Oxlade

Canada’s most outspoken money expert is retiring. Here’s a look back at her very practical, very blunt advice.

By Katie Underwood, Chatelaine |July 26, 2016

3 min read

Financial Planning

Should I trust my advisor over my accountant?

Here’s what to consider when faced with conflicting advice.

By MoneySense |July 22, 2016

3 min read

Start conversations with immigrant clients

1. For clients who want to invest in their home countries: “Investing outside of Canada is a great way to diversify. But let’s look at how these investments fit into your portfolio.” 2. For clients who are planning to visit family back home: “Looks like you’ve got a fun trip ahead of you. But let’s […]

April 25, 2016

1 min read

Financial Planning

Can my son challenge my will?

The best way to unlock a LIRA early

10 pieces of financial wisdom from Gail Vaz-Oxlade

Should I trust my advisor over my accountant?

Financial tips for modern families

Canada’s best places to retire

New to Canada? Here’s help on non-financial matters

5 things to do before buying your first home

What to consider before cashing out insurance

Start conversations with immigrant clients