Financial Planning

Start conversations with immigrant clients

1. For clients who want to invest in their home countries: “Investing outside of Canada is a great way to diversify. But let’s look at how these investments fit into your portfolio.” 2. For clients who are planning to visit family back home: “Looks like you’ve got a fun trip ahead of you. But let’s […]

April 25, 2016

1 min read

Fun with Advisor vs. Film

We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real

By Staff |April 21, 2016

5 min read

How (and when) to pay estate debts

Paying estate debts is one of the executor’s most important duties, but what is the process?

By James Dolan |April 8, 2016

4 min read

Must you pay child support for kids over 18?

Do you have to pay for your child's education when you're divorced? The jury's out

By Susan Goldberg |April 8, 2016

2 min read