Financial planning

Proposed advisor regs “too far-reaching,” say industry experts Fallback Image Decorative pattern

Industry

Proposed advisor regs “too far-reaching,” say industry experts

Industry groups sound off on pros and cons of Ontario’s latest financial industry oversight recommendations.

June 21, 2016

5 min read

Consider alter ego trusts for wealthy clients Fallback Image Decorative pattern

Industry

Consider alter ego trusts for wealthy clients

The primary benefit is that the assets within the trust are not subject to estate administration taxes, commonly known as probate fees

By Stephanie Dietz |May 6, 2016

5 min read

Retirees don’t know what to do with spare time Fallback Image Decorative pattern

Planning and Advice

Retirees don’t know what to do with spare time

They will have an average of 2,000 additional hours per year to fill.

By Staff |February 3, 2016

1 min read

Many Albertans are struggling to save Fallback Image Decorative pattern

Industry

Many Albertans are struggling to save

Nearly half of Albertans surveyed say they've been personally affected by the province's downturn.

By Staff |January 12, 2016

1 min read