Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Fees for investment dealers to rise 6.4%, annual report says
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
Help clients prepare for a serious illness
Mutual fund redemptions climbed while ETF sales slowed, IFIC reported