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Client confidential: Ann Whiteway Brown Fallback Image Decorative pattern

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Client confidential: Ann Whiteway Brown

Occupation lawyer; president of the Canadian Bar Association, New Brunswick branch City Woodstock, N.B. Age late 50s I’ve been investing for: about 25 I plan to retire: about 10 years Investable assets: enough to retire in 10 years How long I’ve had an advisor: about 25 years (various bank advisors) Years ago, I briefly played […]

April 8, 2016

2 min read

Is your client a terrorist? Fallback Image Decorative pattern

Planning and Advice

Is your client a terrorist?

FINTRAC wants you to watch for these 17 signs

By Peter Zimmerman |March 18, 2016

2 min read

Valuing an advisor’s business in a divorce Fallback Image Decorative pattern

Planning and Advice

Valuing an advisor’s business in a divorce

A look at how Ontario calculates the amount for separating spouses

By Neil Maisel |March 18, 2016

3 min read

What 30-somethings expect from their advisors Fallback Image Decorative pattern

Planning and Advice

What 30-somethings expect from their advisors

Thirtysomethings share what’s on their minds

March 4, 2016

5 min read