This former art teacher took up photography, sculpting and juggling in retirement
Open this photo in gallery: Doug Lowry, a retired art teacher, started juggling again in retirement, something he…
New guidelines create process for expedited probate applications in Ontario
Open this photo in gallery: A new estate procedures manual in Ontario outlines how to make the case…
Estate plans are changing along with client ideas about legacy
Open this photo in gallery: Advisors should ask clients what problem they’re trying to solve with gifts.airdone/iStockPhoto /…
How insurers are enriching employee mental health benefits to meet shifting demand
Open this photo in gallery: What once meant a few counselling sessions through an employee assistance program (EAP)…
Why this advisor thinks volatile markets are the best time to evaluate investment portfolios
Open this photo in gallery: Sean Joseph, wealth advisor at CIBC Private Wealth in Oakville, Ont., says advisors…
The emotional side of illiquidity and other advice before wading into private markets
Open this photo in gallery: Advisors interested in private markets need to get comfortable with the complex strategies…
Software is playing a larger role in financial plans. What does that mean for financial planners?
Open this photo in gallery: Clients are looking for more sophisticated planning software that can manage multiple goals…
Why The Wealthy Barber’s David Chilton says the advice model needs to change
Open this photo in gallery: The Wealthy Barber author David Chilton answers questions about passive investing, estate plans,…
Why pricing fits the family tree for some wealth management firms
Open this photo in gallery: A multigenerational model links parents, children and even grandchildren with tiered fees.Екатерина Скворцова/iStockPhoto…
This advisor wanted to be a lawyer until she became her mom’s executor in her 20s
Open this photo in gallery: Kimberly Wood of Johnstone Wealth found herself reviewing household finances during her mom’s…
A woman outlived her beneficiary and executors. Here’s how an Ontario court ruled on her estate
Open this photo in gallery: As the will included conflicting wording, the executor sought the court’s direction as…
Why clients hate spending their savings – and other advisor questions for Morgan Housel
Open this photo in gallery: Some people’s identity as savers has ‘hijacked their entire personality,’ author Morgan Housel…