Canadians struggling to sell their homes face financial planning implications
Open this photo in gallery: Clients who can’t sell as quickly as planned may face ripple effects, including…
Why some advisors avoid the term ‘death binder’
Open this photo in gallery: Some advisors avoid using the word “death” with clients when discussing estate planning.wildpixel/iStockPhoto…
The childhood experience that led this money manager to detest debt, even to this day
Open this photo in gallery: Laura Lau, chief investment officer at Brompton Funds Ltd. in TorontoDavid Chang Photograhy/Supplied…
Why some Canadians are asking to see death binders before agreeing to become an executor
Open this photo in gallery: A death binder is an instruction manual for a person’s life that includes…
This advisor’s business gumption comes from his dad and the birth mother he met later in life
Open this photo in gallery: Karac Graham, associate investment advisor with Moyle Rowley Wealth Management Group at Wellington-Altus…
Why it’s crucial to include RESPs in an estate plan
Open this photo in gallery: If an RESP subscriber dies, without proper planning the child beneficiary might never…
So, you want to run a multi-family office?
Open this photo in gallery: Advisors launching an MFO need to be aware that their role will be…
Parents divided on how long to support their adult kids financially
Open this photo in gallery: Many parents support their adult kids financially in their 20s and 30s.Brinja Schmidt/iStockPhoto…
Why Canadian advisors are flocking to a U.S. ‘festival’ next month, regardless of the political climate
Open this photo in gallery: The Future Proof Festival started in 2022 in Huntington Beach, Calif.halbergman/iStockPhoto / Getty…
After being forced into ‘Freedom 55,’ this retiree says DIY investing helped with his financial security
Open this photo in gallery: Michael Smith, pictured at Sutton Glen Park in Kelowna, B.C., retired unexpectedly in…
Meagan Balaneski balances numbers and client insights on the way to financial planning award
Open this photo in gallery: Meagan Balaneski, portfolio manager and investment advisor at Aligned Capital Partners Inc. in…
Giving trust beneficiary information to CRA when it isn’t required can lead to penalty trap
Open this photo in gallery: When a trust doesn’t have to file a Schedule 15 but does so…