Practice

The most important books to scrutinize: your own

Knowing the hallmarks of fraud can help you and your clients

By Al and Mark Rosen |December 21, 2018

3 min read

Canadian couple working in the U.S. faces retirement risks

These wealthy clients haven’t planned for the future

By Suzanne Yar Khan |December 19, 2018

8 min read

Advisor's Edge

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Canadians working in the U.S. face retirement risks

The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he met his wife, Grace,* now an accomplished surgeon, in their graduating year (1990). They worked separately at various Ontario hospitals and clinics for nine years. Neither was incorporated. In 2000, […]

By Stuart Dollar |December 19, 2018

5 min read

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