How to help clients keep calm and carry on
Step 1 is about listening and talking up the financial planning process. Often, step 2 is doing nothing at all.
Is your client’s will up-to-date?
It’s estimated that three in five Canadians don’t have an up-to-date will, and even that might be an overstatement, writes columnist Matt Trotta. “Testators should review their wills on a regular or annual basis…”
CALU to review dual membership requirement
The Conference for Advanced Life Underwriting (CALU) says a task force has recently been established to review the requirement that CALU members also be members of Advocis.
CRA announces prescribed rate for Q1 2025
The prescribed rate on family member loans will be 4%. The interest rate Canadians will pay on overdue tax will be double that.
News and resources for top financial advisors
