Planning and Advice

Ontario wants to revamp advisor regulation

Ontario is seeking feedback on recommendations to help consumers access quality advice.

By Staff |April 6, 2016

1 min read

Tell cross-border clients to renew U.S. passports

Advise cross-border clients to apply early to avoid a backlog as Americans renew 10-year passports.

By Staff |April 6, 2016

1 min read

Seniors must renovate their homes to age in place

Most seniors want to remain in their family homes as they age, but must often renovate and retrofit their places to make them senior-friendly.

By Staff |April 6, 2016

1 min read

How to handle loose-lipped clients

4 ways to keep the relationship professional.

By Sarah Cunningham-Scharf |April 5, 2016

7 min read