While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless
Life insurance can involve difficult conversations. When discussing negative outcomes with clients, focus on the client's needs
There's more to specialization than focusing on a client group. You have to define the specific needs of those clients and what you can do for them
Advisors beware: These innovations will soon be making their mark in Canada
Environmental, social and governance issues are the three pillars of responsible investing
Conversations about the possibility of job loss, divorce and illness are unpleasant but necessary elements of a truly proactive financial plan
A unit of the Canada Revenue Agency is devoted to studying and closing the difference between taxes paid and taxes owed
The exemption threshold has doubled, but paperwork is still required
Plans for an East Coast football team continue to experience setbacks