Planning and Advice

NHL players: young, rich and fragile

Advisors play a key role in protecting athletes from financial body checks.

By Jean-François Venne |October 14, 2015

6 min read

What to do about our debt

Personal debt levels are at record highs and that could become another problem for the Canadian economy.

By Bryan Borzykowski |October 14, 2015

4 min read

Client confidential: Lesley Isaacs

Lesley Isaacs Occupations Operational specialist City Toronto Age early 40s I’ve been investing: since I was 19 I plan to retire: the year when I’ve saved enough; raising a family makes the process longer. But, when I’m mortgage-free, I’ll feel closer. Investable assets: less than $250,000 I’ve Been with my advisor: more than 18 years […]

October 9, 2015

2 min read

How to buy a colleague’s book

How she got started Kristi Ames says she was destined to become an advisor. “I was thirteen when my mom started in the business, so there were always discussions about what clients go through.” So, after completing her business degree in 2005, she got her mutual fund and insurance licenses in 2006 and 2007, respectively. […]

October 9, 2015

4 min read