Home Advisor to Client Risk Management

Latest news in Risk Management

Do twenty- and thirty-somethings need wills?

A will is a necessary part of estate planning, but it’s less clear at what age a will becomes necessary.

10 no-nonsense home insurance tips

Ten tricks to keep home insurance costs low

  • By: Staff
  • August 11, 2014 August 1, 2018
  • 00:00


10 no-nonsense home insurance tips

  • By: 员工
  • August 11, 2014 August 11, 2014
  • 00:00

ਘਰ ਦੇ ਬੀਮੇ ਬਾਰੇ 10 ਬੇਫ਼ਿਜੂਲ ਨੁਕਤੇ

10 no-nonsense home insurance tips

Insure your cottage properly

You've probably never heard of these important differences between home and cottage insurance

Your role as executor

Being an executor for a friend’s estate could take years. Make sure you’re up to the task.

Powers of attorney: The basics

The best planning will be undone if a power of attorney is invalid, so know the requirements. These are the basics.

Planning for disabilities

People with disabilities can be financially independent. Here’s how.

  • July 9, 2014 August 1, 2018
  • 00:00

Insure your stay-at-home spouse

Your stay-at-home spouse doesn’t earn a salary, but he or she still needs insurance

Avoid common RDSP mistakes

Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.

Why insurance rates have risen

Get the inside track on how insurance policies are priced.

Conversation starter – Why insurance rates have risen

When it’s time for a new or modified policy, ask your client, “Do you wonder how insurers price your premiums?”

  • June 26, 2014 June 26, 2014
  • 00:00

Estate planning checklist

11 things to consider when arranging your estate

  • By: Staff
  • June 17, 2014 August 1, 2018
  • 00:00


Estate planning checklist

  • By: 员工
  • June 17, 2014 June 17, 2014
  • 00:00

ਐਸਟੇਟ ਯੋਜਨਾਬੰਦੀ ਚੈਕਲਿਸਟ

Estate planning checklist

Action idea – Estate planning checklist

Need to get your client thinking about estate planning? Try this checklist.

  • June 17, 2014 June 17, 2014
  • 00:00

Insurance for newlyweds

Joint policies may seem attractive because of the cost savings. But it doesn’t cost much more to insure each life individually, and you or your…

How does Canada protect your privacy?

Keeping your financial information private.

Plan for natural disaster

The global cost of natural catastrophes is now in the billions. Flooding is a leading cause. Are you covered?

  • May 15, 2014 August 1, 2018
  • 00:00

Cope with the end of Windows XP

How to stay in step with software and keep your practice safe now that XP is over.

Conversation starter – Protect yourself when traveling abroad

Ask your clients, “Do you travel much for business?”

  • April 28, 2014 April 28, 2014
  • 00:00

Protect yourself when traveling abroad

Kidnapping for ransom is a billion-dollar business. Before you or your employees go abroad, protect yourselves.

Plan for incapacity

Who will make decisions about your home and health if you can’t? Plan ahead before it’s too late.