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…
When planning for retirement, don’t neglect physical fitness
Open this photo in gallery: Research shows that physical activity isn’t just about adding years to your life,…
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 /…
Ray, a ‘saver’ with a $70,000 salary, bought a B.C. condo at age 22 and a Corvette in cash a few years ago
Open this photo in gallery: iStockPhoto / Getty Images Name, age: Ray, 29 Annual income: About $70,000 from…
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)…
Toronto’s Power Plant gallery struggles to rebuild finances three years after board shakeup
Hundreds of people poured through the doors of Toronto’s Power Plant on a cold evening this month, schmoozing,…
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…
The Wealthy Barber’s David Chilton is back with advice for millennials and Gen Z: ‘You can do this.’
Open this photo in gallery: David Chilton wants his new book, ‘The Wealthy Barber,’ to bring some clarity…
The science of thrill and how voluntary stress shapes resilience
Open this photo in gallery: A diver explores the deep sea. Experts say taking on manageable challenges in…
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,…