Planning and Advice

Should clients add kids to their home title?

Address their misconceptions gently and explain the risks

By Jonathan Got |June 25, 2025

4 min read

Why you should focus on retirement cash flow more than retirement income

4 misassumptions that could put your clients’ retirement in danger

By Stephanie Holmes-Winton |June 23, 2025

5 min read

The pros and cons of individual pension plans

They’re not right for everyone, but IPPs can provide value to corporation owners

By Léo Deblois |June 11, 2025

4 min read

Insurance planning for business owners

Work with legal and accounting specialists to ensure your clients have the right corporate structure and coverage in place

By Jonathan Got |May 23, 2025

4 min read