Planning and Advice

Cold, hard data for clients who like cold, hard data Fallback Image Decorative pattern

Planning and Advice

Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

December 17, 2018

2 min read

Divorce can result in battles over spousal agreements Divorce can result in battles over spousal agreements

Planning and Advice

Divorce can result in battles over spousal agreements

Problem highlights importance of prenuptial agreements

By The Canadian Press |December 13, 2018

3 min read

Divorce negotiation strategies to protect your clients’ wealth Fallback Image Decorative pattern

Estate Planning

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

By Nathalie Boutet |December 4, 2018

3 min read

How to add value with tax-loss harvesting Fallback Image Decorative pattern

Planning and Advice

How to add value with tax-loss harvesting

And how to communicate that value to clients

December 4, 2018

4 min read