Planning and Advice

Benefits of integrated wealth planning

Clients often approach their investment advisors for help with a quick question. Most often it relates to an investment opportunity, but more and more clients are asking about taxes or estate planning. While it may be tempting to provide a quick answer and move on, there comes a time when it’s beneficial to draw on the expertise of other professionals.

By Annie Boivin |May 1, 2011

4 min read

P&C insurance preserves HNW wealth

Personal fixed assets can make up a significant portion of net worth. So who’s advising your best clients when it comes to their personal property and liability exposures?

By Kevin Solomon and Enging Chan |May 1, 2011

5 min read

Reeling in the rich

Some top advisors explain how they earned the business of Canada's richest clients and more importantly, kept their business.

By Staff |May 1, 2011

7 min read

Demystifying trusts

Trusts are among the most effective estate planning tools. They have been a staple of estate planning in the common law world for centuries because of their unique structure and flexibility. Trusts have remained relevant because they easily adapt to various social and cultural changes. Originally created to address land ownership issues, today trusts are well suited to address significant taxation of income, complex family structures and a desire to protect vulnerable family members.

By Elaine Blades |May 1, 2011

5 min read