financial plan

Advisor to Client: How to maximize your tax return Advisor to Client: How to maximize your tax return

Tax

Advisor to Client: How to maximize your tax return

Look at the tax benefits that apply to you, save receipts and key documents, think of tax season as a year-round process, experts say

By Ritika Dubey, The Canadian Press |March 11, 2026

3 min read

Advisor to Client: Small monthly changes can add up over the year to help boost savings Advisor to Client: Small monthly changes can add up over the year to help boost savings

Financial Planning

Advisor to Client: Small monthly changes can add up over the year to help boost savings

Small monthly changes can add up over the year, experts say

By Craig Wong, The Canadian Press |January 8, 2026

3 min read

When a marriage ends, advisors step up When a marriage ends, advisors step up

Planning and Advice

When a marriage ends, advisors step up

One of the key decisions advisors can help their divorced clients make is what to do with their matrimonial home

By Noushin Ziafati |July 14, 2025

6 min read