Practice

How one advisor helps same-sex couples

Elizabeth Hurly is an associate financial advisor at Raymond James Financial Planning Ltd. About one-third of her clients are part of the LGBTQ community. The rest are business executives, many of whom are women. Prior to last June’s U.S. Supreme Court ruling that legalized gay marriage nationally, many Americans had to come to Canada to […]

By Suzanne Sharma |February 5, 2016

5 min read

Client confidential: Hoang Dang

This client talks about his advisor and his kids' futures

February 5, 2016

2 min read

Retirees don’t know what to do with spare time

They will have an average of 2,000 additional hours per year to fill.

By Staff |February 3, 2016

1 min read

4 threats to your clients’ nest eggs

It has been a tough year for Canadian investors. Plunging oil prices, having among the developed world’s worst stock market (only Greece and Singapore fared more poorly) and continuing low interest rates have put pressure on returns.

By Camilla Cornell |January 27, 2016

2 min read