Laid off clients

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

By Mark Burgess |October 28, 2020

3 min read

Help unemployed clients through difficult times

Tips for clients who’ve lost their job

By Jessica Bruno |March 24, 2017

3 min read

Taxes for unemployed clients, Part 1

Help clients who are between jobs

By Jessica Bruno |February 24, 2017

4 min read

Commute this pension or not?

Client profile Georgi Balev*, 50, just got laid off. He was a senior manager at a major engineering firm in Ottawa, Ont., where he had worked for the past 26 years. His total annual compensation, including bonus, was about $300,000. His dilemma: Does he wait until age 65 to start drawing his defined-benefit pension, or […]

By Staff |October 7, 2016

7 min read