Life

Five ways to navigate blended-family finances

Most of us know a few families that resemble The Brady Bunch more than the “traditional” family

By Tony Maiorino |August 3, 2016

5 min read

Collateral damage: The impact of new life insurance transfer rules

The federal budget proposed measures that impact certain transfers of life insurance policies

By Florence Marino |June 15, 2016

6 min read

Should clients cash out an insurance policy?

Clients who need access to cash will come to you for solutions

By Suzanne Sharma |May 6, 2016

7 min read

Seg funds for estate planning: advantages and pitfalls

Segregated funds are often seen as useful for minimizing potential estate administration fees.

By Keith Masterman |March 31, 2016

4 min read