Estate planning

Help clients prepare for a serious illness

Clients may be more open to discussing serious illness planning than death planning

By Melissa Shin |September 26, 2023

4 min read

Amid inflation, Canadians cut costs but not big goals: poll

Despite concerns about saving, only 13% of respondents recently consulted an advisor

By Staff |September 19, 2023

1 min read

Help clients find lost bank accounts and insurance policies

Although there are tools to help, financial advisors still say it’s best to maintain updated information

By Jonathan Got |August 30, 2023

3 min read

Do executors have to accept the role?

What to know before administering an estate

By Rudy Mezzetta |August 18, 2023

4 min read