Advisor to Client

Navigational tools for your cash flow plan

When it comes to your cash flow plan, you don’t have to be perfect. When financial challenges occur, have these tools in your toolkit.

April 7, 2014

2 min read

Tax

Tax solutions that work

Four practical tax-saving solutions.

By John Lorinc |April 7, 2014

3 min read

Investing

Keep your portfolio up to date

As the market evolves, so should your portfolio. Make sure it gets the regular maintenance it needs.

By Melissa Shin |April 4, 2014

2 min read

Risk Management

When to sue your employer

Constructive dismissal is difficult to prove. Here’s what employment lawyers think she should do.

By Staff |April 4, 2014

3 min read

Financial Planning

Cash in without selling your business

A partial estate freeze helps you cash in on your business, plan your estate and help your children succeeded you at work.

By David Shlagbaum |April 3, 2014

3 min read

Investing

Investing in antique instruments

Sound out this atypical asset—antique musical instruments.

By Vikram Barhat |April 2, 2014

3 min read

Risk Management

Critical questions for would-be executors

It’s a sign of respect to be asked to serve as an executor. Make sure you’re right for the job by asking these four questions

By James Dolan |April 1, 2014

2 min read

Tax

What to ask before accepting the executor’s job

Getting asked to be an executor is an honour, but you don’t have to accept. These factors can make the job difficult:

By James Dolan |April 1, 2014

2 min read

Financial Planning

Cash flow planning: What’s your motive?

To change your financial behaviour, use this litmus test to discover your true motive.

March 31, 2014

2 min read

Financial Planning

You’re never too wealthy for CPP

How to time your CPP application for maximum benefit.

By Maureen Glenn |March 31, 2014

3 min read

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