News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Disagreements over marriage contracts can end relationships. But for NHL players and their partners, such documents are must-haves.
October 3, 2014
5 min read
Economic Indicators
As an advisor, it’s your job to prepare couples for their worst-case scenarios in the event they split.
By Ted Michalos |August 8, 2014
3 min read
Industry
80% of “grey divorcees,” people who divorced at the age of 50 or older, say they will delay retirement because they need to work longer than planned.
By Staff |June 2, 2014
2 min read
If you’re going through a divorce or separation, you need to think about taxes when dividing property.
March 10, 2014
If clients separate or divorce, you’ll need to make sure their estate plans are updated in a timely manner.
By Margaret O’Sullivan |January 2, 2014
Ensure you revisit estate plans when clients move to other provinces and territories. Here’s what to consider.
December 9, 2013
Creating a marriage contract helps couples protect assets.
By Suzanne Sharma |October 21, 2013
Many advisors don’t realize clients have to revisit estate plans when they move to other provinces and territories. While taxation rules on death are generally the same across Canada, other family laws aren’t. Here’s what to consider.
By Margaret O’Sullivan |September 4, 2013
A new BMO survey shows most married Canadians wish they’d discussed financial matters before walking down the aisle.
By Staff |July 18, 2013
1 min read
A solid financial plan can be destroyed when clients get divorced. This is particularly true when the divorce involves a couple with Canada-U.S. financial, tax and estate-planning considerations. We’ve seen more planning inquiries by people who’ve met their spouses via online dating sites. In many cases, one person will be moving from Canada to the […]
By Terry Ritchie and Jeff Sheldon |July 11, 2013
4 min read
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