Advisor to Client

Dealing with divorce Fallback Image Decorative pattern

Financial Planning

Dealing with divorce

The numbers don’t look good. According to Statistics Canada, more than 100,000 Canadians get divorced every year; and 43% of marriages end in divorce before the 50th anniversary.

By Staff |February 10, 2014

4 min read

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Risk Management

Making sense of wills

Learn some of the legalese you’ll come across as an executor

By Staff |February 7, 2014

2 min read

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Financial Planning

Give professional clients an advantage

All your clients lead busy lives, but perhaps none more so than the business owners and other high-level professionals you advise.

By Staff |February 4, 2014

1 min read

Conversation starter – Save tax on probate Fallback Image Decorative pattern

Tax

Conversation starter – Save tax on probate

Ask wealthy older clients if they’ve ever considered setting up a trust.

February 4, 2014

1 min read