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advisor news
How to make the most of filing taxes as a single person
iStockPhoto - ROYALTY-FREE Closeup of a U.S. Tax Form with an emphasis on filing status.
carrick on money
Where there’s a will, there should be a way to find it when you die
Rob Carrick
carrick on money
Have you answered the ‘what happens to my family if I die suddenly’ question?
Rob Carrick
analysis
Four changes to Ontario’s estate planning laws advisors and their clients need to consider
Hopeless and upset couple in therapy. Counseling or meeting with marriage counselor or adoption psychologist. Argument and dispute about divorce, alimony, prenup, cheating, betrayal or custody battle.
globe advisor
How to take advantage of year-end tax planning strategies
Video31:43
carrick on money
This is how much allowance kids are getting these days
Rob Carrick
carrick on money
The awkward financial topic your family should discuss this holiday season
Rob Carrick
your practice
What advisors need to consider when clients move to another province
overhead view of couple sitting on floor together using computer wireless internet while moving into new home
your practice
How the pandemic has made top advisors embrace technology and modernize their businesses
electronic signature concept - man sign distance contract with digital pen in mobile phone
advisor news
Why financial planning has become a passion to former NHLer
Kent Manderville, private wealth advisor and director of the Hockey Family Office at IP Private Wealth in Ottawa.
carrick on money
The worst job ever just might be serving as someone’s executor
Rob Carrick
opinion
Four ways advisors can succeed in the new hybrid world
Donna Bristow
young money
Young people without substantial holdings still benefit from estate planning
A digital tablet tests on top of various documents pertaining to financial subjects such as life insurance.
opinion
COVID-19 has revealed big gaps in Canadians’ financial plans
Damon Murchison
opinion
The great generational wealth transfer is under way
Gary Mason
advisor news
Five lesser-known facts about TFSAs advisors should discuss with investors
a sign that says TFSA next to a wallet that has money in it. Theme of Canadian savings. TFSA stands for tax free savings account.
advisor news
Globe Advisor’s Best of 2020: Top 10 articles on holistic financial advice
Financial Planning background Concept. Top view of Financial Planing application on smartphone with business reports graph chart, credit card, and businessman accessories on grunge wooden background.
advisor news
Focus on strategic philanthropy increasing amid COVID-19 crisis
Writing out a donation check to a charitable organization
advisor news
Investors see greater need, value in professional advice
Business development to success and growing growth concept. Businessman pointing arrow graph corporate future growth plan
your practice
How advisors’ charitable involvement can strengthen client relationships
Heart symbol from hands on the blue sky background, Concept for Love or Health.
opinion
Why advisors need to serve fewer clients
Jason Pereira
financial facelift
Can this couple support their autistic child throughout her life while hitting retirement goals?
(Christopher Katsarov/The Globe and Mail)
taxes
Why an estate freeze makes sense now
your practice
How advisors are helping clients with estate-planning discussions
Senior old man elderly examining and checking last will and testament
report on business
Raymond James acquires Canadian trust company, plans estate-planning division
TORONTO, ON - APRIL 01: A pedestrian crosses the street with a dog during morning commuting hours in the Financial District as Toronto copes with a shutdown due to the Coronavirus, on April 1, 2020 in Toronto, Canada. Prime Minister Justin Trudeau said the government would spend $2 billion on testing and to buy critical supplies including ventilators and personal protective equipment. (Photo by Cole Burston/Getty Images)
household finances
Do you have a financial contingency plan? Worried Canadians updating wills amid coronavirus pandemic
codicil to a last will and testament and irrevocable trust being signed by a 50 year old woman.
opinion
Why women investors are true allies for financial advisors
Saijal Patel
advisor news
Globe Advisor’s Best of 2019: Top 10 stories on holistic wealth management
Sales man Real Estate agent offer and present home ownership project document and life insurance , insurance assurance quality concept.
genymoneyadviser q&a
Do I really need life insurance? The costs vary greatly so choose with care
A lone wheelchair sits in a hospital hallway.