Planning and Advice

Ailing parents need their children’s help Ailing parents need their children’s help

Planning and Advice

Ailing parents need their children’s help

Client profile Toronto-based couple is considering moving closer to either set of their elderly parents, each of whom live outside Ontario and have health problems. The couple wonders what the best solution is from a tax and estate planning perspective. The situation Akio Tomachi and Madeline Lefebvre* met while doing graduate chemistry work at the […]

By Suzanne Sharma |September 22, 2014

16 min read

How much pay do you need to feel successful? Fallback Image Decorative pattern

Industry

How much pay do you need to feel successful?

At what salary level would you consider yourself successful? Have you already hit that target?

By Staff |September 17, 2014

2 min read

Rebuilding clients’ finances after bankruptcy Fallback Image Decorative pattern

Planning and Advice

Rebuilding clients’ finances after bankruptcy

Even basic advice on working toward good credit can help a client re-establish his finances faster than he would on his own.

By Ted Michalos |September 16, 2014

4 min read

How to write a prospecting letter Fallback Image Decorative pattern

Planning and Advice

How to write a prospecting letter

Most advisors know it takes about six tries before prospects are on board

By Bryce Sanders |September 16, 2014

3 min read