Communication

Decorative pattern

Planning and Advice

Lessons from a veterinarian

Jill Wood, a veterinarian at Southport Animal Hospital in Stratford, PEI, told us how she helps distraught clients cope with bad news.

By Casey Dorrell |April 4, 2014

3 min read

Decorative pattern

Estate Planning

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

Decorative pattern

Planning and Advice

How to calm angry clients

Upsets are inevitable, so here’s how to clear the skies.

By Jessica Bruno |April 4, 2014

6 min read

Decorative pattern

Life

Help a client who’s lost insurance paperwork

In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she felt her assets weren’t producing adequate returns. Her new advisor asks her to do an asset inventory as part of the planning process. The exercise jogs her memory. Her late father had mentioned a life insurance policy he took out on her when she was born. Problem is, she doesn’t know which company issued it, how much it’s worth or if it’s still active. The policy could have significant cash value, so In-Kyung’s determined to track it down.

By Dean DiSpalatro |April 4, 2014

5 min read