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Keyword: Estate planning

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senior couple feeding birds

Help clients prepare for a serious illness

  • By: Melissa Shin
  • September 26, 2023 September 26, 2023
  • 16:29
Businesswoman Calculating Expenses on Printed Receipts

Despite concerns about saving, only 13% of respondents recently consulted an advisor

  • By: IE Staff
  • September 19, 2023 September 19, 2023
  • 13:45
a man on a precipice

Although there are tools to help, financial advisors still say it’s best to maintain updated information


Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift

Savings money jar full of coins concept for saving or investment for a house, retirement or education

Strategic withdrawals allow clients to smooth out their income levels over retirement

House of Commons in Ottawa

Here’s the status of tax proposals that matter to your clients

Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules

House for sale

It’s not too early to consider the estate implications if someone dies while holding an FHSA

court of appeal and supreme court

Wills should consider various scenarios for the sequence of death among beneficiaries

client meeting

Help clients consider an investment policy statement in their wills