Taking clients from “fine” to “flourishing”

With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals

By Maddie Johnson |September 29, 2023

3 min read

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds

By Michelle Schriver |September 13, 2023

6 min read

B.C. court upholds ruling in advisor’s favour

Investor misunderstood difference between advisory and discretionary accounts, court found

By James Langton |August 11, 2023

2 min read

Do the math before using credit card loyalty points toward mortgages

At RBC, one-quarter of customers use points for mortgage, credit card payments

By Tara Deschamps, The Canadian Press |June 29, 2023

3 min read