Estate planning

Online portals are making it easier to deal with estate matters. When will the banks catch up?

What to consider in financial and estate plans for people without children

How to meet the financial planning needs of newcomers to Canada

How to handle digital assets after death – even if there’s a will

The benefits and drawbacks of individual and family RESPs

‘Impressive’ demand for CDRs will lead to more launches in the next year

What to look for in wills that deal with property in different jurisdictions

Fee-based or fee-only: Pros and cons of two advisor service models

Why sitting on high levels of cash may not be ‘a great idea’ right now

Why younger people don’t understand the consequences of dying without a will

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 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 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

How the pandemic has made top advisors embrace technology and modernize their businesses

How Canada’s Top Wealth Advisors are making a difference in people’s lives

Why financial planning has become a passion to former NHLer

The worst job ever just might be serving as someone’s executor