Planning and Advice

Retirement plan reviews: when, how and why

There are set-it-and-forget-it retirement plans out there, but there shouldn't be

By Noushin Ziafati |November 27, 2024

5 min read

Opinion: Trump might be telling the truth

Prepare your clients — his promised 25% tariff on Canadian goods shouldn’t be ignored

By Kevin Press |November 26, 2024

2 min read

When clients need to use debt in retirement

Debt management strategies can be used throughout a client’s lifetime

By Stephanie Holmes-Winton |November 20, 2024

4 min read

11 questions to ask your clients

Readers share their favourites for generating conversation and uncovering motivations

By Michelle Schriver |November 14, 2024

3 min read