Financial Planning

Planner: 8 insurance tips for visitors to Canada

Here are some points to raise with clients whose visitors may overlook the need to purchase travel insurance.

July 30, 2015

2 min read

University bound: Residence or off-campus?

If you have kids attending university, one of the key decisions is whether they should live on or off campus.

By MoneySense |July 30, 2015

1 min read

Do you need to update your estate plan?

If you answer yes to any of these questions, it might be time to revamp your plan

By Elaine Blades |June 19, 2015

3 min read

您需要更新遗产计划吗？

Do you need to update your estate plan?

By Elaine Blades |June 19, 2015

1 min read