Planning and Advice

How to tackle 3 wealth-transfer challenges

Approximately $400 billion of wealth and assets will be passed down

By Tony Maiorino |March 10, 2017

4 min read

How Trump’s second travel ban affects Canadians

What you need to know.

By Melissa Shin |March 9, 2017

3 min read

March break breaks the bank for some

If your client is like many Canadians, now might be a good time to check his cash-flow plan. Check monthly spending That’s because, with March break just around the corner, 79% of Canadian parents plan to spend money on children’s activities, but 61% haven’t set a budget, reveals a BDO poll. Parents are ready to […]

By Staff, with files from The Canadian Press |March 8, 2017

3 min read

Win the wealthy clients of the future

Their reasons for not working with you are daunting, though.

By Staff |March 8, 2017

3 min read