Estate Planning

Help your client prepare to write a will Help your client prepare to write a will

Advisor's Edge

Help your client prepare to write a will

Tips to inspire action so clients ace the task we love to avoid

November 28, 2018

9 min read

How clients will choose their future advisors Fallback Image Decorative pattern

Estate Planning

How clients will choose their future advisors

Ways to become their chosen candidate

By Chris Delaney |November 20, 2018

3 min read

The ins and outs of spousal rights Fallback Image Decorative pattern

Estate Planning

The ins and outs of spousal rights

Find out how your client’s estate is affected in Alberta

By Rebecca Hett and Patrick Bieler |November 14, 2018

5 min read

How HNW millennials approach philanthropy Fallback Image Decorative pattern

Estate Planning

How HNW millennials approach philanthropy

A TD survey reveals a generational shift in legacy giving

By Staff |November 13, 2018

1 min read