Planning and Advice

Planning and Advice

When a testator has the right to discriminate

Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.

By Staff |June 10, 2016

1 min read

Planning and Advice

How to talk to grown-up kids about estate plans

The author thanks her dad for being upfront about his financial plans, and offers tips for family discussions about money.

By Susan Goldberg |June 9, 2016

4 min read

Industry

Life annuities: Consider liquidity risks

Investors may want guaranteed income, but consider whether they need liquidity.

June 7, 2016

4 min read

Planning and Advice

What you need to know about assisted-death rules

Your clients may have questions for you about what this means for them.

By Staff, with files from The Canadian Press |June 6, 2016

7 min read

Planning and Advice

Talk to clients about doctor-assisted death rules

If your clients are wondering if they should update their PoAs or living wills to take doctor-assisted death into account, tell them to hold off.

By Staff, with files from The Canadian Press |June 6, 2016

2 min read

Planning and Advice

Massive wealth transfer to boost boomers’ assets by 20%

Baby boomers in Canada will inherit approximately $750 billion over the next decade.

By Staff |June 6, 2016

2 min read

Industry

Wealthy investors want new strategies

Wealthy investors want new strategies to insulate their portfolio from volatile markets and help them manage risk.

By Staff |June 3, 2016

1 min read

Planning and Advice

CPP expansion won’t help vulnerable seniors: study

Enhancements to the national pension may not be beneficial to the poorest seniors.

By Michael Chen, Benefits Canada |June 2, 2016

1 min read

Economic Indicators

What to do when a business owner goes personally bankrupt

There may come a time when one of your clients calls to say, “I’ve gotten myself into a financial mess and I think I need to file for bankruptcy.”

By Ted Michalos |June 1, 2016

4 min read

Planning and Advice

How U.S. advisors use texting to drum up business

American advisors are using text messages to convert prospects and to strengthen their ties with existing clients.

By Staff |May 27, 2016

1 min read

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