Planning and Advice

Preparing clients for an unplanned exit Preparing clients for an unplanned exit

Planning and Advice

Preparing clients for an unplanned exit

It is the hidden gap in retirement planning — and more than half of Canadians fall in

By Robin Riviere |March 5, 2026

3 min read

Adjusting cash-flow plans for financial windfalls Adjusting cash-flow plans for financial windfalls

Planning and Advice

Adjusting cash-flow plans for financial windfalls

Four ways to help clients maximize extra money

By Stephanie Holmes-Winton |March 3, 2026

3 min read

Philosophy for advisors Philosophy for advisors

Planning and Advice

Philosophy for advisors

A clearly articulated set of beliefs is the operating system of a successful practice

By Robin Riviere |February 17, 2026

3 min read

How can advisors help clients mitigate longevity risk? How can advisors help clients mitigate longevity risk?

Planning and Advice

How can advisors help clients mitigate longevity risk?

Educating clients, planning for multiple outcomes will help make ‘their fears go away’

By Noushin Ziafati |February 10, 2026

8 min read