News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Courts take a close look at advice
June 30, 2017
4 min read
Help clients know their rights when it comes to owning real property with a partner
By Nathalie Boutet |May 25, 2017
Protect clients in case their relationships don’t work out.
By Nathalie Boutet |April 21, 2017
Planning and Advice
Your clients may have questions for you about what this means for them.
By Staff, with files from The Canadian Press |June 6, 2016
7 min read
If your clients are wondering if they should update their PoAs or living wills to take doctor-assisted death into account, tell them to hold off.
2 min read
Industry
Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]
By Allan Tong |May 6, 2016
When my dad died, I was lucky. I’m not saying I didn’t like the guy (I did), or that his passing significantly lined my pockets (it didn’t). I was lucky for one very specific reason: his lawyer, who’d drafted his and my mom’s will after they moved to Princeton, N.J. in 1968, was still alive. […]
By Philip Porado |March 4, 2016
3 min read
Ontario has changed the law governing what bankrupt clients may keep, and what creditors may seize, to settle debts.
By Ted Michalos |March 2, 2016
6 min read
Our sister site Conseiller.ca has published a detailed report revealing a legal battle between BMO Life Assurance and a Quebec financial advisor.
By Conseiller.ca Staff |December 22, 2015
1 min read
More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.
By Staff |November 13, 2015
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