Planning and Advice

Opinion: Financial advisors require a Hippocratic Oath

Planning and Advice

Opinion: Financial advisors require a Hippocratic Oath

Industry interests preclude compensation changes, so advisors must take a stand and commit to doing what’s right

By John De Goey |April 18, 2024

3 min read

Should business owners avoid CPP by paying themselves dividends?

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

Research and a case study help clear the misconceptions

By Ben Felix  and  Aravind Sithamparapillai |March 20, 2024

5 min read

How to talk about mental health with clients

Planning and Advice

How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients' sense of well-being

By Jonathan Got |February 28, 2024

3 min read

Pro bono work can pay off long term

Planning and Advice

Pro bono work can pay off long term

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read