Planning and Advice

Would your clients have enough money if they lost their jobs?

More than 40% of Canadians say they'd only be able to keep paying their living expenses for one month or less if they lost their main source of income, says FPSC survey.

By Staff |November 11, 2016

2 min read

Guess who’s switching to robo-advisors?

Find out who's the latest to embrace digital platforms.

By Staff |November 10, 2016

2 min read

Finding meaning is key to easing men’s transition to retirement

Susan Goldberg talks about men’s need for meaningful activity in retirement.

By Susan Goldberg |November 10, 2016

5 min read

No love for Trump brand

Is Trump in the dump? Regardless of where his campaign is headed, his brand may be headed for the nearest trash can. Read: Trump University profs banned from buying securities in Ontario Professionals of all stripes are urged to develop and maintain a strong brand within their industry to stand out from the crowd. With […]

By Staff |November 8, 2016

2 min read