Estate Planning

Capital gains and losses at death: the spousal advantage

Estate Planning

Capital gains and losses at death: the spousal advantage

Giving clients options with capital property

By Curtis Davis |January 2, 2019

3 min read

Is your client prepared for a financial windfall?

Estate Planning

Is your client prepared for a financial windfall?

What advisors should know about sudden wealth syndrome

By Staff |December 10, 2018

2 min read

Divorce negotiation strategies to protect your clients’ wealth

Estate Planning

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

By Nathalie Boutet |December 4, 2018

3 min read

Are your clients prepared to sell their businesses?

Estate Planning

Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

By Staff, with files from The Canadian Press |November 28, 2018

3 min read