Accounting for ‘transformative experiences’ in financial planning
Open this photo in gallery: Transformative experiences are an interesting problem for financial advisors. How do you prepare…
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…
The parking lot meltdown that led this young mother, now an advisor, to turn her life around
Open this photo in gallery: Lori Curtiss, certified financial planner, certified financial behaviour specialist, and founder of A…
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…