Planning and Advice

Consider ESG investments for millennials, longer-term investing

When it comes to investing, millennial clients rank environmental, social and governance (ESG) factors as equally important as investment outcomes, reveals a global investor survey by Schroder Investment Management. Compared to older clients, millennials rate the importance of world-based social outcomes, like poverty and climate change, higher (6.4 out of 10 for older clients versus […]

By Staff |December 1, 2016

1 min read

KY(A)C: Know your (affluent) client

The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]

By Staff |December 1, 2016

2 min read

Know where to give with the Charity 100

In Canada there are more than 86,000 charitable organizations. This guide helps you choose where to give.

By Mark Brown, MoneySense |November 30, 2016

5 min read

Vacation property succession planning: Part 2

If your client’s vacation property forms part of her estate on death, it may be subject to probate fees as part of her will.

By Tony Maiorino |November 30, 2016

4 min read