U.S. expatriation is on the rise, but remains a complex and difficult process. Terry Ritchie, director of cross-border wealth services with Cardinal Point Wealth Management…
Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially…
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for…
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse —…
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
Terry Ritchie, director of Cross-Border Wealth Services with Cardinal Point Wealth Management, explains why it's important for snowbirds to keep count of their days in…
Asking questions now could prevent big problems down the road
Key is understanding — not judging — spending patterns to help with retirement savings
Clients may not realize they are risk-averse until markets become volatile
Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
Beverly Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She…
Athletic and artisitic activities can cost thousands per year
In part three of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce’s wealth advisory services…
Three issues to consider when older clients get divorced
Asking about real-life events can strike a chord
In part two of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how to help clients by…
In part one of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how avoiding tax refunds can…
Millennials should learn the power of starting a savings plan early
It pays to build relationships with your clients’ children
Arthur Fish, partner, Borden Ladner Gervais LLP in Toronto and manager of the Toronto Regional Wealth Management Practice, discusses the slippery slope of managing clients…
Some may not fully understand the importance of planning
Now is a good time for clients to review their situation with a qualified legal or tax advisor
Foundations and donor-advised funds can offer advantages over direct charitable donations
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your…
Understand your clients’ goals and consider the tax implications when discussing charitable giving