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 was a hotelier before choosing a career in financial services
Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…
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…
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…
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…