You can help your clients manage the escalating costs of college and university with early planning
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
This generation of clients may have unrealistic goals
Coalition wants more clarity, protection for clients
Look at individual circumstances — not a rule of thumb
The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who live common-law are aware of the key rules that affect their finances
Financial advice and emotional support
After your client dies, your advice and support can be of immeasurable value to a family and an executor who may be struggling to complete the complex process of settling the estate
One-third of Canadians have not engaged in a detailed discussion with their partner about their retirement plans