News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
As our population ages, baby boomers—your clients—will be deciding on final steps for their parents, and soon enough for themselves.
By Melissa Shin |June 28, 2012
6 min read
Planning and Advice
The definition of capable differs from province to province. Having capacity to manage a stock portfolio is a decision for the client to make along with his power of attorney and a qualified third party (usually a healthcare provider). You must always assume clients are capable of making a decision.
February 1, 2012
3 min read
Industry
The financial impact on clients of supporting both their children and their parents can be dramatic: imagine the costs of university and long-term care colliding. A new survey by Desjardins Financial Security finds the so-called "sandwich generation" is especially prevalent among new Canadians.
By Staff |December 15, 2011
2 min read
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