News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Advisors can help separating clients by maintaining emotional distance
By Nathalie Boutet |December 4, 2018
3 min read
Advisor's Edge
Divorcing later in life can seriously impact one’s finances
By Sharon Ho |October 15, 2018
4 min read
Ideas to help clients going through tough times
By Nathalie Boutet |March 7, 2018
Practical tips for advisors to implement
By Nathalie Boutet |January 23, 2018
Gifts or inheritances received during a marriage are generally excluded property, but not always
By Nathalie Boutet |November 1, 2017
Industry
Women's needs differ from those of men, says white paper
By Staff |September 7, 2017
2 min read
5 things clients can do right away
By Nathalie Boutet |September 1, 2017
5 min read
Protect clients in case their relationships don’t work out.
By Nathalie Boutet |April 21, 2017
Tax News
There’s an easier way to get info from the agency
By Jamie Golombek |April 21, 2017
Planning and Advice
Navigate challenging divorce implications
By Susan Goldberg |March 31, 2017
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