Divorce

Get couples to sign a prenup Fallback Image Decorative pattern

Estate Planning

Get couples to sign a prenup

Creating a marriage contract helps couples protect assets.

By Suzanne Sharma |October 21, 2013

2 min read

If clients move, revisit their estate plans Fallback Image Decorative pattern

Estate Planning

If clients move, revisit their estate plans

Many advisors don’t realize clients have to revisit estate plans when they move to other provinces and territories. While taxation rules on death are generally the same across Canada, other family laws aren’t. Here’s what to consider.

By Margaret O’Sullivan |September 4, 2013

3 min read

Canadian newlyweds don’t talk finance Fallback Image Decorative pattern

Industry

Canadian newlyweds don’t talk finance

A new BMO survey shows most married Canadians wish they’d discussed financial matters before walking down the aisle.

By Staff |July 18, 2013

1 min read

How to handle cross-border divorce Fallback Image Decorative pattern

Estate Planning

How to handle cross-border divorce

A solid financial plan can be destroyed when clients get divorced. This is particularly true when the divorce involves a couple with Canada-U.S. financial, tax and estate-planning considerations. We’ve seen more planning inquiries by people who’ve met their spouses via online dating sites. In many cases, one person will be moving from Canada to the […]

By Terry Ritchie and Jeff Sheldon |July 11, 2013

4 min read