Advisor to Client

Give the gift of life Fallback Image Decorative pattern

Risk Management

Give the gift of life

Organ donation is one of the greatest altruistic acts. Here's what to consider when it comes to insurance

December 3, 2013

2 min read

Make the most of your cottage Fallback Image Decorative pattern

Tax

Make the most of your cottage

Make the most of your cottage by renting it out when you’re not there.

December 2, 2013

2 min read

Conversation starter – Make the most of your cottage Fallback Image Decorative pattern

Tax

Conversation starter – Make the most of your cottage

Do some of your clients own cottages? Ask your client, “How often do you get up to the cottage?

December 2, 2013

1 min read

How trustee rules have changed Fallback Image Decorative pattern

Financial Planning

How trustee rules have changed

It's crucial for you and your advisor to understand the unique responsibilities of being a trustee.

By Elaine Blades |November 27, 2013

2 min read