News and resources for Canada's top financial advisors
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our favourite fictional characters
By Staff | June 7, 2017
3 min read
Cost considerations for aging at home
By Allan Tong | May 8, 2017
2 min read
Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business is a good idea
By Sarah Cunningham-Scharf | November 22, 2016
5 min read
Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.
By John Lorinc, Canadian Business | October 22, 2016
Divorce is never easy, so your clients may lean on you if their marriages break down
By Staff | October 3, 2016
1 min read
How should she budget and save for her son’s future as well as her own?
September 28, 2016
When you and your spouse tie the knot, you'll opt into an intricate legal and financial framework
By Melissa Shin | September 12, 2016
New rule came into effect September 30, 2016
By Staff | September 7, 2016
In the 1960s, Frank Abagnale Jr. cashed millions of dollars of forged cheques and impersonated a pilot, a doctor and a lawyer, all before he celebrated his 19th birthday. Abagnale Jr., who went on to help authorities catch other frauds, eventually wrote a book about his exploits.
By Sarah Cunningham-Scharf | August 11, 2016
Learn about powers of attorney and adult guardianship.
By Staff | May 5, 2016