U.S.

Tax and ETFs: what you need to know Fallback Image Decorative pattern

Products

Tax and ETFs: what you need to know

ETFs have unique taxation aspects when they’re held in non-registered accounts

By Carol Bezaire |August 10, 2016

4 min read

What you can learn from U.S. advisors Fallback Image Decorative pattern

Planning and Advice

What you can learn from U.S. advisors

They survived greater disclosure requirements—so you can, too

April 10, 2015

5 min read

Check clients’ insurance before travelling Fallback Image Decorative pattern

Life

Check clients’ insurance before travelling

For some clients, vacations can turn into financial nightmares. People may fall ill overseas, think they’re covered by their travel insurance, but then discover their claims have been denied. Trouble is, most people neither read nor understand the fine print in the exclusions and limitations section of their policies, and don’t realize they won’t be covered in certain situations.

By David Wm. Brown |October 3, 2014

3 min read

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