Advisor to Client

What to ask before accepting the executor’s job

Getting asked to be an executor is an honour, but you don’t have to accept. These factors can make the job difficult:

By James Dolan |April 1, 2014

2 min read

You’re never too wealthy for CPP

How to time your CPP application for maximum benefit.

By Maureen Glenn |March 31, 2014

3 min read

Planner: Conduct productive retirement meetings

Here’s a timeline for the sequence of retirement meetings. Try it with your clients.

March 31, 2014

2 min read

Cash flow planning: What’s your motive?

To change your financial behaviour, use this litmus test to discover your true motive.

March 31, 2014

2 min read