Risk Management

Unravelling confirmation bias

Use these tools to challenge your existing views

By Coreen Sol |December 15, 2023

2 min read

Financial Planning

Financial advice for your favourite TV characters

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

Risk Management

Renovate your home for aging in place

Cost considerations for aging at home

By Allan Tong |May 8, 2017

2 min read

Financial Planning

Modern Family’s Claire Dunphy gets succession planning help

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

Financial Planning

Why you need to build a company that can run without you

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

2 min read

Risk Management

Help clients manage through divorce

Divorce is never easy, so your clients may lean on you if their marriages break down

By Staff |October 3, 2016

1 min read

Financial Planning

Estate planning advice for Mindy Lahiri

How should she budget and save for her son’s future as well as her own?

September 28, 2016

3 min read

Risk Management

Options if you can’t afford a pre-nup

When you and your spouse tie the knot, you'll opt into an intricate legal and financial framework

By Melissa Shin |September 12, 2016

2 min read

Risk Management

New rules for overseas visitors

New rule came into effect September 30, 2016

By Staff |September 7, 2016

1 min read

Risk Management

Catch Me If You Can shows the sad side of fraud

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

5 min read

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