Planning and Advice

Planning and Advice

BMO launches funds for fee-based advisors

BMO is offering a new series of some of its mutual funds and ETFs that are designed for used by fee-based advisors.

By Staff |November 20, 2015

1 min read

Industry

Do Canadians value financial advice?

The vast majority of clients across Canada highly value advisors' services.

By Staff |November 18, 2015

1 min read

Industry

How Canadians are squandering retirement savings

Many are saving enough for retirement, but haven't planned how they'll manage the funds.

By Staff |November 18, 2015

1 min read

Industry

Wealthy expect advisors to be financial hub

Canada’s wealth managers will need to expand their skills if they’re to keep up with the demands of their rich clients.

By Staff |November 16, 2015

1 min read

How executors should handle funeral arrangements

One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]

By James Dolan |November 6, 2015

4 min read

Planning and Advice

BMO launches funds for fee-based advisors

Do Canadians value financial advice?

How Canadians are squandering retirement savings

Wealthy expect advisors to be financial hub

Primer on professional corporations, Part 1

Morneau to meet with provinces ASAP on CPP

Don’t let clients avoid estate planning

What the new RRIF rules mean for estate planning

How executors should handle funeral arrangements

Help business owners focus on employee wellness