Advisor to Client

Financial Planning

5 things to do before buying your first home

Buying your first home can be one of the most nerve-wracking purchases of your life

By Staff |May 11, 2016

2 min read

Investing

Should you use HELOCs?

How to tap into a property's debt equity

By Suzanne Sharma |May 6, 2016

3 min read

Financial Planning

What to consider before cashing out insurance

Cashing out life insurance can have unintended tax consequences, so get informed before making a move

By Suzanne Sharma |May 6, 2016

5 min read

Risk Management

Estate planning resources for B.C.

Learn about powers of attorney and adult guardianship.

By Staff |May 5, 2016

1 min read

Financial Planning

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