Planning and Advice

Serving the suddenly high-net-worth Serving the suddenly high-net-worth

Planning and Advice

Serving the suddenly high-net-worth

Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy

By Alisha Hiyate |June 30, 2025

6 min read

Should clients add kids to their home title? Should clients add kids to their home title?

Planning and Advice

Should clients add kids to their home title?

Address their misconceptions gently and explain the risks

By Jonathan Got |June 25, 2025

4 min read

Why you should focus on retirement cash flow more than retirement income Why you should focus on retirement cash flow more than retirement income

Planning and Advice

Why you should focus on retirement cash flow more than retirement income

4 misassumptions that could put your clients’ retirement in danger

By Stephanie Holmes-Winton |June 23, 2025

5 min read

The pros and cons of individual pension plans The pros and cons of individual pension plans

Planning and Advice

The pros and cons of individual pension plans

They’re not right for everyone, but IPPs can provide value to corporation owners

By Léo Deblois |June 11, 2025

4 min read