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…