News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
What to know before administering an estate
By Rudy Mezzetta |August 18, 2023
4 min read
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
Advisor's Edge
Yes, but it’s complicated
By Rudy Mezzetta |November 7, 2022
3 min read
Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods
By Michael McKiernan |October 13, 2022
Addressing estate planning’s ignored middle child
By Akua Carmichael |September 23, 2022
Industry
A B.C. court case considers the validity of a common-law relationship
By Staff |August 18, 2022
Tax Strategies
Help your client benefit from these important tools
By Jacqueline Power |August 12, 2022
The province aims to streamline probate applications and speed the court review process
By Rudy Mezzetta |July 13, 2022
Willful will be promoted to personal banking customers
By Staff |July 5, 2022
1 min read
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