Advisor to Client

How to invest in high-end commercial property

This strategy lets you reap the long-term gains of REITs while offering short-term flexibility.

By Dean DiSpalatro |September 5, 2014

2 min read

Handling insurance proceeds

It’s easy for heirs to collect benefits from a life insurance policy. But if you’re an executor, known as an estate trustee in Ontario, you still need to know how the process works, and potential pitfalls that can happen along the way.

By James Dolan |September 5, 2014

3 min read

Invest with a stamp of approval

Small collectible, big portfolio impact. Stamps have a 7% annualized return.

By Staff |September 4, 2014

3 min read

Planner: Sell to a strategic buyer

Part four of a five-part series on ways to move your company to a new generation of owners

September 2, 2014

2 min read