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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…

Renovate your home for aging in place

Cost considerations for aging at home

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…

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.

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 August 1, 2018
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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 July 17, 2018
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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

New rules for overseas visitors

New rule came into effect September 30, 2016

  • By: Staff
  • September 7, 2016 July 17, 2018
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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…

Estate planning resources for B.C.

Learn about powers of attorney and adult guardianship.

  • By: Staff
  • May 5, 2016 August 1, 2018
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Fun with Advisor vs. Film

We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real

  • By: Staff
  • April 21, 2016 April 21, 2016
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What if it wasn’t the last will?

In an ideal world, an estate would have one will; in the real world, things aren't always so neat

Don’t miss marriage’s financial perks

Getting hitched? Give at least as much thought to your investments as you do your gift registry

What to do if you’ve (just) been fired

Dismissed, downsized, dumped? There’s no easy way to hear you’re suddenly out of work

Conversation starter – Consumer proposals

Need to break the ice with clients about bankruptcy and consumer proposals?

  • January 29, 2016 January 29, 2016
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Conversation starter – Losing a job

Need to break the ice with clients who have recently lost their job?

  • January 29, 2016 January 29, 2016
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Top 10 Advisor to Client stories of 2015

It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that…

  • By: Staff
  • December 18, 2015 December 18, 2015
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What happens when both heir and testator die?

It didn’t take long for two estate battles to erupt in this sample case

Why to focus on employee wellness

Pensions and healthcare aren’t the only types of aid that employees need

Planner: Cover yourself with capital

A major benefit to owning commercial property is that your equity can become a source of financing.

  • September 30, 2015 September 30, 2015
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Conversation starter – Good to grow

Estate planning can be challenging for the most financially savvy business owner.

  • September 30, 2015 September 30, 2015
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Taxes and transferring life insurance

When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another

Genetic testing and your insurance

Angelina Jolie Pitt's experiences can help clients when buying life insurance

Action Idea – Joint or single policy?

Need to get your young newlywed clients thinking about insurance? Try this tip.

  • April 22, 2015 April 22, 2015
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Conversation Starter – Review insurance needs

Ask your client, “Is your son getting married?” If so, review the family’s insurance policies to confirm they meet their needs.

  • April 22, 2015 April 22, 2015
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