Financial Planning

Help clients understand how you’re paid

Your clients come to you for sound financial advice, but may not fully understand how you’re paid. Whether you’re commission-based or fee-only, take the time to explain your payment structure.

By Staff |September 1, 2016

1 min read

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

By MoneySense |August 24, 2016

3 min read

The best way to unlock a LIRA early

An investor asks, is there any way to access this money before age 55 and if so, what would be my best strategy?

By MoneySense |August 10, 2016

2 min read

10 pieces of financial wisdom from Gail Vaz-Oxlade

Canada’s most outspoken money expert is retiring. Here’s a look back at her very practical, very blunt advice.

By Katie Underwood, Chatelaine |July 26, 2016

3 min read