Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients' sense of well-being

By Jonathan Got |February 28, 2024

3 min read

Pro bono work can pay off long term

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read

Buckle up: Money’s wild ride through the world of social identity

A client’s social status may affect how they invest

By Sam Sivarajan |February 15, 2024

3 min read