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.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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
Economy contracted 0.7% in Q1 after recording growth of 2.4% in last year's final quarter
Government expected to release fiscal outlook before House rises for the summer
High court declines further review of tribunal's rulings in Amaya Gaming case, putting an end to further appeals