Practice

Prepare clients for the retirement home stretch Fallback Image Decorative pattern

Planning and Advice

Prepare clients for the retirement home stretch

To many clients, retirement may seem a distant dream. Yet as the date looms, they often feel anxious and edgy about these life changes. Are they financially prepared? What will they do with themselves? Here are a few key reminders to share with clients headed into the home stretch, say six to 24 months before […]

By Camilla Cornell |August 24, 2017

2 min read

What OAS at 65 means for younger generations Fallback Image Decorative pattern

Industry

What OAS at 65 means for younger generations

All clients are affected, not only those in their 60s

By Staff, with files from The Canadian Press |August 22, 2017

3 min read

How early to tackle business transition issues How early to tackle business transition issues

Industry

How early to tackle business transition issues

What’s next for your business? As early as possible, encourage transition planning

By Sarah Cunningham-Scharf |August 15, 2017

4 min read

Help clients cope with late-life divorce Fallback Image Decorative pattern

Planning and Advice

Help clients cope with late-life divorce

Divorce hurts. And it can be hardest on those who experience it later in life. They feel betrayed and vulnerable. It doesn’t matter if it had been a long time coming or if both halves of the couple knew deep-down that the marriage was over. It’s always a blow — which means advisors need to […]

By Staff |July 27, 2017

3 min read