Advisor to Client

Financial Planning

Worksheet: Children and your estate plan

Give this worksheet to clients who are planning for their legacies.

August 18, 2015

2 min read

Financial Planning

How to give money to grandchildren

A well-structured will or trust can change your grandchild’s life

By Staff |August 13, 2015

4 min read

Financial Planning

4 ways to get clients talking about insurance

July 30, 2015

1 min read

Risk Management

Taxes and transferring life insurance

When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another

By James and Deborah Kraft |July 30, 2015

2 min read

Financial Planning

Presentation: Which type of life insurance suits you best?

For easier meeting prep, we’ve developed these slides on determining which type of life insurance is best for your client.

July 30, 2015

3 min read

Financial Planning

Planner: 8 insurance tips for visitors to Canada

Here are some points to raise with clients whose visitors may overlook the need to purchase travel insurance.

July 30, 2015

2 min read

Financial Planning

University bound: Residence or off-campus?

If you have kids attending university, one of the key decisions is whether they should live on or off campus.

By MoneySense |July 30, 2015

1 min read

Investing

Myths about hedge funds

Perceptions of hedge funds are often coloured by myths. Here are four of the most common, and why they’re wrong.

By Staff |July 27, 2015

2 min read

Investing

5 types of hedge funds

Hedge funds can be categorized into five main investment styles.

By Staff |July 27, 2015

1 min read

Investing

What the July rate decision means

Wondering what how the rate decision affects you? Check out the live chat from July 15 to learn more.

By Staff |July 15, 2015

1 min read

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