Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
In part four of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions about their assets.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Feds boost SR&ED, renew accelerated investment incentive
The S&P/TSX composite index fell 562.71 points
Report sets out recommendations for addressing risks posed by leverage build ups
Following its third cut this year, Fed signals fewer reductions in 2025