Ontario court rules registered plans belong to designated beneficiary, not to estate
Open this photo in gallery: A judge ruled registered accounts were to be treated according to their beneficiary…
Business Brief: Five files to follow this week
Good morning. Hopes for a swift end to the Iran war faded as the United States seized an…
How to avoid these retirement income tax traps
Open this photo in gallery: Given the complexity of retirement income, clients can find themselves caught in tax…
After helping advisors with tax and estate solutions for years, Frank Di Pietro wanted a book of his own
Open this photo in gallery: Frank Di Pietro of Investia Financial Services grew tired of the heavy travel…
Four ways to disaster-proof your finances in this dreadful labour market
Open this photo in gallery: Today’s labour market is sluggish and uncertainty is high.diego_cervo/iStockPhoto / Getty Images We…
What young, wealthy investors want from their advisors
Open this photo in gallery: To build trust, young investors expect advisors to safeguard their information, be transparent…
Canada’s emerging asset managers are being squeezed out. That’s a problem for investors
Open this photo in gallery: Independent asset managers have historically played an important role in delivering differentiated strategies…
Why this advisor bought a book with 390 clients but kept only 150
Open this photo in gallery: Greg Keith, certified financial planner at Wealth Plan Atlantic in Saint John, has…
On the Move: Reid McLaren returns to Canada as relationship manager at Designed Wealth Management
Open this photo in gallery: Reid McLaren (right) with his wife Tyrelle Hunt and their son Callum, on…
This advisor says being independent, yet still part of a team, is her best career decision
Open this photo in gallery: Shay Steacy building the insulated skirting on her tiny home in Brockville, Ont.,…
How much do you know about healthy eating? Take our nutrition quiz
Open this photo in gallery: Sasithorn Phuapankasemsuk/iStockPhoto / Getty Images Canadians are increasingly seeking diets that promote longer,…
Court ruling on cottage shows what can happen when wills don’t account for rise in property value
Open this photo in gallery: Cottages can present practical and financial challenges for the next generation, and lead…