Risk Management

Risk Management

Dealing with identity theft

Empower yourself. Reclaiming your identity after it’s been stolen.

By Lisa MacColl |December 13, 2013

2 min read

Risk Management

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

December 13, 2013

1 min read

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

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

Risk Management

Conversation starter – Cottage liability

Do some of your clients own cottages? Ask them, “What kind of insurance do you have?”

November 25, 2013

1 min read

Risk Management

Don’t overlook intangible assets

Intellectual property and other intangible assets are often the most valuable pieces of your business. Here's how to protect them

By Patricia Harris |November 21, 2013

2 min read

Risk Management

Conversation starter – Don’t overlook intangible assets

Need to break the ice with clients about overlooking intangible assets?

November 21, 2013

1 min read

Financial Planning

Your role as a trustee

Before you become a trustee, learn the rules you’ll have to play by.

By Elaine Blades |November 14, 2013

3 min read

Risk Management

Avoid these 5 estate administration mistakes

Are you an entrepreneur? Avoid these five damaging tax and estate planning errors

By Elaine Blades |November 12, 2013

4 min read

Risk Management

Disclose risky leisure activities

If you don't let your insurer know about your active lifestyle, your insurance policy may not be there when you need it.

By Staff |November 7, 2013

2 min read

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