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palm youth and adults

Supporting clients with dementia, and their caregivers

Dementia is an overarching term for a set of symptoms

Casual Loving Husband and Wife Multi Racial Couple Portrait 

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

Wealthy couple worries about worldwide estate value

Experts discuss tax mitigation and retirement options

Divorce leads to small business headaches

What happens when business can't go on as usual?

  • By: Simon Doyle
  • September 22, 2017 October 25, 2018
  • 00:00

Case study: Small business owner debates expansion

How much should tax brackets matter?

Ailing parents need their children’s help

Toronto-based couple is considering moving closer to either set of their elderly parents

Aging real estate titans face oversized tax bill

Two business owners must confront their long-ignored financial plan

Advisor analysis – Yogesh Bansal

Doug and Jeff are a typical example of clients who have been burned by investments in the past. They want to play it safe now.

Advisor analysis – Kenneth Stratton

Investing in the restaurant business is not for the faint of heart. Start-up restaurants have a high failure rate.

Doug and Jeff: Retirement Resource Centre Case Study

A venture gone wrong leaves this Vancouver couple risk-averse about investing. They’re now clinging to GICs.

Advisor analysis – Richard Price

On the surface, Doug and Jeff seem to be on track to meet their goal of retiring in about 15 years, but some tweaking of…

Advisor analysis – Carol Plaisier

Widows are coping with all kinds of emotions, including grief, fear and worry about the unknown. I usually start by making it clear that, when…

Advisor analysis – Sterling Rempel

It is regrettable that Sheila’s husband died without a will…and it could happen to her. Does she have a will, an enduring power of attorney…

Sheila: Retirement Resource Centre Case Study

The untimely death of one woman’s husband leaves this widow wondering if a comfortable retirement is out of reach.

Advisor analysis – Jennifer Black

Sheila’s first act should be to contact a funeral home to arrange a funeral and have a death certificate prepared. I would suggest she ask…

Ailing parents need their children’s help

Client profile Toronto-based couple is considering moving closer to either set of their elderly parents, each of whom live outside Ontario and have health problems.…

Advisor analysis – Frank Jasek

Having two elderly parents move into the family home can involve quite an adjustment. But as Bill and Amy have discovered, caring for aging parents…

Advisor analysis – Gary B. Gorr

On initial review of the situation Bill and Amy seem in good financial shape. They earn good incomes and have a net after-tax income, assuming…

Bill and Amy: Retirement Resource Centre Case Study

A professional couple’s retirement plan is thrown off track by two major health events affecting their parents.

  • June 16, 2014 October 26, 2018
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Advisor analysis – Ron Malis

Bill and Amy’s financial circumstances are challenging and unpredictable. In addition to raising children, maintaining a satisfying standard of living and saving for retirement, they…

  • By: Ron Malis
  • June 16, 2014 September 6, 2018
  • 00:00

Advisor analysis – Cory Papineau

Divorce can create both financial and emotional turmoil, and often these issues are intertwined. As financial planners, our job is often to assist in helping…

Advisor analysis – Marie DeLauretis

A top priority for Edward should be cash flow planning. This will require a close look at his post-divorce expenses, sources of income and acquired…

Edward: Retirement Resource Centre Case Study

Edward has a modest income but, post-divorce, received a substantial settlement. What can he do to make the most of his assets, help his children…

  • March 17, 2014 October 26, 2018
  • 00:00

Advisor analysis – Zena Amundsen

One of Edward’s first steps would be to update his estate plan, starting with a new will, power of attorney and health directives.

Advisor analysis – Bruce Campbell

Advisors have the ultimate responsibility of knowing the client and determining whether any particular investment product may be suitable for them. As a Sun Life…