Estate planning

Decorative pattern

Industry

IAFP Symposium: Blended families complicate planning

BANFF – The financial services industry is rife with legal pitfalls stemming from potential conflicts of interest, but not all of these involve the interests of the advisor. There is a very real possibility the conflict you face could be between two clients, as a marriage falls apart. The good news is that there is […]

By Steven Lamb |September 24, 2010

3 min read

Decorative pattern

Estate Planning

Passing the baton

Many Canadians have built their wealth by operating a small business. Now, with an aging workforce and an economy on the upswing, many owners are weighing the benefits of selling their business to a third party or of transitioning it to a family member.

By Anthony Maiorino |September 1, 2010

6 min read

Decorative pattern

Estate Planning

Joint accounts and survivorship rights

It’s a commonly used financial device between spouses

By Daniel J. Dochylo |September 1, 2010

6 min read

Decorative pattern

Market Insights

A.M. market data for March 16, 2010

North American markets Back to Top Open Change YTD Dow Jones 10,642.15 +17.46 or +0.16% +2.05% S&P 500 1,150.51 +0.52 or +0.05% +3.18% NASDAQ 2,362.21 -5.45 or -0.23% +4.10% TSX Composite 12,008.80 -5.02 or -0.04% +2.24% International markets Back to Top Open Change YTD Nikkei 10,721.71 -30.27 or -0.28% +1.66% Hang Seng 21,022.93 -56.17 or […]

By Staff |March 16, 2010

1 min read