Planning and Advice

Know where to give with the Charity 100

In Canada there are more than 86,000 charitable organizations. This guide helps you choose where to give.

By Mark Brown, MoneySense |November 30, 2016

5 min read

Vacation property succession planning: Part 2

If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.

By Tony Maiorino |November 30, 2016

4 min read

Here’s what you pay: Explain services and fees to clients

Which makes you sweat more: the birds-and-bees talk with a world-weary teen or the services-and-fees talk with your blindsided client?

By Staff |November 25, 2016

2 min read

Case study: Dying billionaire ‘Slimeball’ fathered multiple children

Several mothers claim he’s the father. What action do they take?

By Simon Doyle |November 25, 2016

9 min read