News and resources for Canada's top financial advisors
Est. 1998
Risk Management
You can choose how your beneficiaries receive the money from a death settlement. Here are the details.
September 5, 2013
2 min read
Would you ever videotape your last will and testament? That might be a good idea, says one estate expert.
By Ian Harvey |September 5, 2013
It’s common to see valuable art collections left financially unprotected. Big mistake, experts say.
By Raf Brusilow |September 5, 2013
3 min read
Investing
Whether your new money is from an inheritance or lottery winnings, a financial windfall means greater responsibility.
By James Dolan |September 5, 2013
Financial Planning
Need to get your client thinking about education savings options in front of a client? Try these tips.
1 min read
Emotional devastation caused by the death of a spouse can be compounded by serious financial worries.
By Staff |September 5, 2013
Why disability insurance matters
By डेविड Wm. ब्राउन |September 5, 2013
By ਡੇਵਿਡ ਡਬਲਿਊ ਐਮ. ਬਰਾਊਨ |September 5, 2013
Tax
Many people borrow to invest and hope to deduct the interest costs. But the tax rules are strict.
By Stella Gasparro |September 4, 2013
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