Planning and Advice

How to buy out your partner

Two advisory teams explain how they’ve structured succession

By Melissa Shin |September 12, 2014

9 min read

What to do when clients raise money online

How to declare crowdfunding income

By Jessica Bruno |September 12, 2014

3 min read

Hot topic: Should you become your clients’ estate planning expert?

The baby boomers have had an impact on Canadian society ever since they came kicking and screaming into the world between the years 1946 and 1964. They fuelled a boom in suburbs, schools and shopping malls in their youth, a burgeoning home buyers’ market in their adulthood, and a focus on retirement planning as they reach their golden years. In fact, Canadians approaching retirement now make up the fastest-growing demographic in the country.

By Camilla Cornell |September 9, 2014

6 min read

Keep an eye on income investments

With rates potentially rising in 2015, now’s a good time to shift out of interest rate sensitive stocks.

By Bryan Borzykowski |September 9, 2014

3 min read