News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
What happens when a person dies alone? A haunting New York Times article investigates this question by chronicling the story of George Bell, a 72-year-old man who died in 2014. Bell lived alone, and had few relatives and friends. His body was discovered by police after a neighbour, who’d smelled the odor of death from […]
By Staff |October 19, 2015
1 min read
Tell clients to factor in where potential candidates live
October 16, 2015
8 min read
Industry
If you have a great doctor, take time to thank them. It's Doctor's Day!
By Staff |May 1, 2015
Unmarried seniors who’ve never had children will need special attention
By Suzanne Yar Khan |April 10, 2015
The cost of long-term care
By David Wm. Brown and Sarah Brown |March 6, 2015
5 min read
A deceased man’s estate leaves his nieces and nephews, once intended to be the beneficiaries, without inheritances.
By Dean DiSpalatro |January 23, 2015
10 min read
Powers of attorney protect clients—and you
By Elaine Blades |November 26, 2014
4 min read
When Wells Fargo Advisors' elderly client participated in a scam operation, the bank refused to release his money.
By Staff |August 29, 2014
Casey Kasem, the renowned American radio host, passed away under suspicion of elder abuse.
By Staff |June 20, 2014
Government stats estimate as many as 10% of seniors are victimized by elder abuse.
By Risha Gotlieb |January 22, 2014
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