Planning and Advice

Warn clients about Starbucks card hack

You might ask for non-fat milk in your coffee, but some customers at Starbucks who use online gift cards say they’ve been victims of a different kind of skim.

By Staff |May 15, 2015

1 min read

Help an elderly client bequeath valuable land

Cancer diagnosis means a client needs to fast-track her decision on whom to leave the land to—and how.

By Dean DiSpalatro |May 15, 2015

10 min read

BMO starts senior citizen financial management service

BMO Private Banking is starting an all-in-one service for seniors with investible assets of $1 million or more.

By Staff |May 13, 2015

1 min read

Clients are using home equity for renovations

Renovations are the most popular use of a home equity account.

By Staff |May 13, 2015

1 min read