Do you need a planner if you’re a DIY investor?
The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.
estate planner
Can you hire someone to be power of attorney for property in Canada?
Here are the considerations before becoming a power of attorney for property and what to do if you’re unable...
Embracing the Swedish death cleaning trend
Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...
What Canadian finance pros need to know about money and mental health
Has a client ever gone silent or even hung up on you when discussing their portfolio or taxes? It...
Advertisement
Estate planning for singles—is a trust company the answer?
Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good...
Do I need a tax lawyer to prepare my estate?
Wondering whether your estate planner knows the latest tax laws? Do you need a tax lawyer too? Discover three...