Planning and Advice

4 rules to live by in retirement Fallback Image Decorative pattern

Planning and Advice

4 rules to live by in retirement

Investing for retirement requires commitment and adherence to a plan over time.

By Camilla Cornell |May 18, 2017

2 min read

Move over robos; cyborgs have arrived Fallback Image Decorative pattern

Industry

Move over robos; cyborgs have arrived

Are cyborgs the future of advisory services?

By Staff |May 12, 2017

1 min read

Renovations so clients can age in place Fallback Image Decorative pattern

Planning and Advice

Renovations so clients can age in place

Scenario Calgary retirees Dolores and Remus Aquino, aged 67 and 70, have lived in their spacious two-storey home for the last 30 years. They have no plans to leave, but some of their younger friends are already having trouble climbing stairs. The Aquinos have thought about renovating their home to age in place, but have […]

By Allan Tong |May 12, 2017

6 min read

Do you use referral arrangements with outside experts? Fallback Image Decorative pattern

Planning and Advice

Do you use referral arrangements with outside experts?

Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I use referrals, but they aren’t formal arrangements, so no disclosure is required. The best referrals are freely given and arise from demonstrating above-and-beyond service. For example, at tax time I […]

May 12, 2017

3 min read