Practice

Sheila: Retirement Resource Centre Case Study

The untimely death of one woman’s husband leaves this widow wondering if a comfortable retirement is out of reach.

By Camilla Cornell |October 9, 2014

2 min read

Advisor analysis – Jennifer Black

Sheila’s first act should be to contact a funeral home to arrange a funeral and have a death certificate prepared. I would suggest she ask for 20 copies of Bill’s death certificate. She’ll need them to do everything from cancelling Bill’s health card and driver’s license, to dealing with financial institutions.

By Jennifer Black |October 9, 2014

3 min read

Offices are germier than we realized

Offices are replete with grubby photocopier buttons and manky doorways known for harbouring germs.

By Staff |October 8, 2014

1 min read

How to answer common fee questions

Be prepared to explain your fees to clients and prospects.

By Sarah Cunningham-Scharf |October 7, 2014

3 min read