As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for guidelines
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable
The error relates to a discrepancy between the date when the purchaser may take vacant possession of a property and the formal closing of a home purchase
A ruling from the Ontario Superior Court delivered in November concluded that much of the drive behind the lawsuit was “entrepreneurial” in nature
There’s a news story that never seems to go away, and it’s the continuing difficulties faced by workers in their 20s and 30s who are trying to gain a secure foothold in the workplace. There’s a plenitude of part-time and contract positions, but a shrinking number of fairly paid, permanent positions with benefits and a […]
Affluent clients very often are entrepreneurs or professionals who have spent a lifetime accumulating their wealth. They have worked long hours and have put many risks behind them, so they’re focused on both preserving what they have earned and generating reasonable returns on their assets. Investment Executive’s first High Net-Worth Guide explores the special priorities […]
A walk in central Toronto that doesn’t include a crane, a half- finished highrise or, worse, a massive pit where another stretch of century-old buildings existed only the month before, is rare indeed. With housing in short supply, property taxes constantly rising and zoning restrictions rightfully restricting sprawl on city edges, building up makes sense. […]
The end of a three-year transition period means express consent may be required
Better communications, help with returns are among the notable changes