Planning and Advice

A winning educational savings plan

Meaningful financial planning eludes many Canadians, especially when it comes to a sound plan for their children’s education.

By Douglas Lamb |January 1, 2011

3 min read

Income solutions for everyone

The divide used to be fairly clear: Equities for the young ’uns, income solutions for retired folks. The mere mention of the word “dividend” to a pre-retiree sitting across your desk might have drawn stares.

By Michelle Patey |January 1, 2011

10 min read

The importance of beneficiary designations

Litigation in the field of beneficiary designations is on the rise

By Daniel J. Dochylo |January 1, 2011

6 min read

Differences between male, female clients

While conducting the research that drove commentary at our Women’s Roundtable Discussion, our research team also gathered dozens of verbatim comments from women advisors that speak to the differences between male and female clients.

By Nancy Turner |January 1, 2011

3 min read