Estate Planning

How advisors can build a network to help with RDSPs’ complexities

Why annuities have become ‘a lot more attractive’

Do baby boomers’ ‘money rules’ apply to younger generations?

Is the guaranteed investment protection of seg funds for retirement worth the cost?

What to know before agreeing to be an executor of a will

The important financial steps to take after a spouse dies

Rise in wealthy migrants to create demand for wealth management services

The tax consequences for older Canadians in a common-law relationships

How to navigate the emotional minefield of transitioning the family cottage

How to make the most of filing taxes as a single person

Where there’s a will, there should be a way to find it when you die

Have you answered the ‘what happens to my family if I die suddenly’ question?

Four changes to Ontario’s estate planning laws advisors and their clients need to consider

Top advisors turn to social media to deliver ‘timely’ content in volatile markets and beyond

How advisors can support clients with adult children coming back home

How these top advisors are having an impact on their communities

How to take advantage of year-end tax planning strategies

This is how much allowance kids are getting these days

The awkward financial topic your family should discuss this holiday season

What advisors need to consider when clients move to another province