Practice

Charitable giving as a high-net-worth planning tool Charitable giving as a high-net-worth planning tool

Planning and Advice

Charitable giving as a high-net-worth planning tool

Advisors can help affluent clients do more with their money, utilizing TFSAs, equities and more

By Christine Van Cauwenberghe |April 10, 2026

3 min read

Partnering like a pro: Advisors and accountants, part two Partnering like a pro: Advisors and accountants, part two

Practice

Partnering like a pro: Advisors and accountants, part two

Duo tackles two complex cases, a business sale and intergenerational wealth transfer

By Noushin Ziafati |April 8, 2026

6 min read

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What professional football taught former player Bo Banner about earning trust every day as an advisor

By Larry Distillio |April 8, 2026

3 min read

The retirement planning gap The retirement planning gap

Planning and Advice

The retirement planning gap

Retirement is a behavioural challenge as much as a financial one — 5 ways you can help

By Coreen Sol |April 6, 2026

5 min read