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Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the Financial Consumer Agency of Canada’s Consumer Protection Advisory Committee. My mission is to make Canadians feel good about money. City: Edmonton, Alta. Age: 43 I’ve been in the industry since: […]

  • September 21, 2018 September 20, 2018
  • 12:00

Expert confidential: Dr. Arlin Pachet

What to expect in a capacity assessment

  • July 13, 2018 September 10, 2018
  • 00:00

Supporting clients with dementia, and their caregivers

Dementia is an overarching term for a set of symptoms

  • June 7, 2018 September 10, 2018
  • 00:00

Does your elderly client need dispute resolution?

How such a service works

  • May 18, 2018 September 6, 2018
  • 00:00

Advisor confidential: Brian Gertenstein

This advisor wrote his own compliance manual

  • May 11, 2018 September 7, 2018
  • 00:00

Help clients design end-of-life plans

Assistance for navigating a tough time

  • May 4, 2018 September 6, 2018
  • 00:00

Prevent problems with bequests

Where there’s a will, there’s … potential for error

  • April 13, 2018 September 11, 2018
  • 00:00

Embrace volatility with dollar-cost averaging

DCA helps investors weather the storms of fluctuating prices

  • April 6, 2018 September 7, 2018
  • 00:00

Expert Confidential: Ali Spinner

Meet the "tax ninja"

  • March 16, 2018 September 7, 2018
  • 11:54

Client confidential: Celine Hui

A 25-year-old with a savings plan

  • January 25, 2018 September 7, 2018
  • 00:00