Financial planning

FSRA updates title reg proposal Fallback Image Decorative pattern

Industry

FSRA updates title reg proposal

The Ontario regulator proposed a central registry of title users and shorter transition periods

By Michelle Schriver |May 12, 2021

3 min read

Home or cottage: Which should be a principal residence? Home or cottage: Which should be a principal residence?

Advisor's Edge

Home or cottage: Which should be a principal residence?

Knowing the answer can help maximize your client’s wealth

By Curtis Davis |May 11, 2021

3 min read

Financial planning through the pandemic Financial planning through the pandemic

Advisor's Edge

Financial planning through the pandemic

Help your business-owner client reassess cash flow and more

By Michelle Schriver |May 11, 2021

9 min read

Can “light planning” expand access to financial advice? Can “light planning” expand access to financial advice?

Planning and Advice

Can “light planning” expand access to financial advice?

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

By Melissa Shin |April 29, 2021

4 min read