News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
In a hypothetical scenario, a client and power of attorney are at odds
By Michelle Schriver |September 13, 2023
6 min read
Estate Planning
B.C. decision could close door on court-ordered capacity assessments, highlighting the importance of helping clients establish estate documents
By Michael McKiernan |March 14, 2023
5 min read
A case study explains the challenges
By Akua Carmichael |November 10, 2022
Addressing estate planning’s ignored middle child
By Akua Carmichael |September 23, 2022
3 min read
Advisor's Edge
Best practice calls for separate roles
By Michelle Schriver |May 9, 2022
2 min read
Planning for foreign assets may require multiple documents
By Keith Masterman |March 18, 2021
Industry
FP Canada's ethics session provided tips
By Michelle Schriver |November 20, 2020
Knowing the answer will help you and your client prepare for incapacity
By Tim Brisibe |May 8, 2020
Advisory challenges of financial abuse and dementia
November 28, 2018
This client case walks you through the process
By Susan Goldberg |April 13, 2017
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