Software is playing a larger role in financial plans. What does that mean for financial planners?
Open this photo in gallery: Clients are looking for more sophisticated planning software that can manage multiple goals…
This advisor was a hotelier before choosing a career in financial services
Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…
The parking lot meltdown that led this young mother, now an advisor, to turn her life around
Open this photo in gallery: Lori Curtiss, certified financial planner, certified financial behaviour specialist, and founder of A…
Giving trust beneficiary information to CRA when it isn’t required can lead to penalty trap
Open this photo in gallery: When a trust doesn’t have to file a Schedule 15 but does so…
After disputed cottage sale, executors found personally liable for legal costs when they appealed their removal
Open this photo in gallery: The estate beneficiary claimed the executors had not kept him informed of their…
Should adult children be added to parents’ real estate title?
Open this photo in gallery: One of the main reasons people consider putting their child on title is…