Look at the big picture
Five steps to getting clients’ plans in order
Getting up to speed on sweeping changes to succession legislation coming this year will be crucial for financial advisors, especially those with older clients
Estate planning
Getting to know your client's financial, family and business situations is essential in successful estate planning
TFSAs are not always as simple as they look, and it is wise to review the rules regarding which heirs are entitled to continue holding the assets tax-free — and which are not
Estate tax issue could cause quite a few headaches
There are different tax implications for both courses of action, but the decision depends primarily on your client’s choice
40% do not have an estate plan
Teams up with Benefaction to offer clients charitable-giving investment solutions