Tax and estate lawyer highlights risks that occur when Canada’s lack of estate tax creates complacency
Which investment vehicles are best for building wealth, whether short- or long-term? Discover what’s best for your clients in this article.
The slow summer months can sometimes cause more worries for clients, Shafik Hirani encourages advisors to take a humble approach
Industry jargon can confuse and obfuscate, but accurate language can bring clarity for clients
Thane Stenner defines the increasingly popular term in wealth management, explains what the work entails, and offers insight into how other advisors can build a similar model
In an age of social media, advisors need to know how to react to client decisions and presumptions that seem to come from left field
