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
Kevin Gopaul becomes CIO of REX Financial Canada
It was the fifth straight annual drop and the smallest since February 2021
Bank repeatedly shared wrong information with credit reporting agencies, CFPB alleged
Capital gains tax hike results in rate inversion for some Canadians
Top earners in four jurisdictions may face a higher tax rate on capital gains than on eligible dividends