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

The time commitment varies but does not have to be onerous

By Allan Janssen |February 26, 2024

4 min read

Buckle up: Money’s wild ride through the world of social identity

A client’s social status may affect how they invest

By Sam Sivarajan |February 15, 2024

3 min read

Firms expect fewer Canadians will contribute to RRSPs this year

Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys

By Jonathan Got |February 13, 2024

2 min read