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  1. Leah Golob
    Many clients nearing retirement have no plan to meet unexpected circumstances
  2. Leah Golob
    Although many Canadians are focused on debt repayment, there’s much you can do to ensure they take saving for retirement seriously
  3. Dwarka Lakhan
    Look beyond the KYC document and clients’ own claims of high risk tolerance
  4. Leah Golob
    “Err on the side that a client may live longer”
  5. Leah Golob
    Most young people are looking for financial advice
  6. Leah Golob
    Clients should have a strategy in place when the cheque arrives
  7. Leah Golob
    Talking about money can trigger negative emotions
  8. Rudy Mezzetta
    This type of trust can be especially useful for clients with blended families
  9. Rudy Mezzetta
    For clients 65 and older, these living trusts can provide a number of important advantages
  10. Rudy Mezzetta
    Despite changes to the tax treatment of testamentary trusts, experts say they still have benefits