Planning and Advice

Co-owners’ divorce leaves business in limbo

Jerrod and Penelope met and married when they were employees at a competitor firm. Their financial situations were similar, so they didn’t bother with a marriage contract or shareholders’ agreement.

By Dean DiSpalatro |January 16, 2015

6 min read

Advisor analysis – Richard Price

On the surface, Doug and Jeff seem to be on track to meet their goal of retiring in about 15 years, but some tweaking of their investment loan handling could make this reachable even sooner.

By Richard Price |January 15, 2015

2 min read

Doug and Jeff: Retirement Resource Centre Case Study

A venture gone wrong leaves this Vancouver couple risk-averse about investing. They’re now clinging to GICs.

By Camilla Cornell |January 15, 2015

2 min read

The right time to rebalance

As the year comes to a close, now’s the time to get your clients’ asset mixes back to where they’re supposed to be.

By Bryan Borzykowski |January 13, 2015

3 min read