Company news
2025
2025
Did you win some lotto money? Here are the first five things you should do
November 19, 2025 - Whether it’s $50,000 or $5 million, sudden windfalls of wealth bring both opportunity and risk, writes Ida Khajadourian.
2025
Giving back a key factor for women as their wealth rises
December 2, 2025 - The uptick of philanthropic giving by women reflects more than a financial trend – it signals a cultural shift. Charitable giving…
2025
A roadmap for engaging clients’ children and managing intergenerational wealth
November 17, 2025 - Susan O'Brien emphasizes the value of relationships and intergenerational planning for clients and their children while roadmapping for financial success.
2025
Women entrepreneurs, wealth, and the value of advice
October 10, 2025 - Turning a dream of entrepreneurship into reality helps many women take control of their careers, but it also means navigating complex…
2025
How one advisor weaves volatility offsets into client portfolios
October 7, 2025 - Francis Sabourin shares how he is adding a third wheel to his traditional mix of bonds and equities bicycle – made…
2025
How to financially prepare for every stage of life
October 1, 2025 - From earning your first paycheque to achieving financial independence, Lynn MacNeil shares essential steps to help you reach your financial goals.
2025
The pros and cons of using life insurance to fund education costs
September 22, 2025 - Andrew Feindel shares how he has used life insurance for some clients to help save for their children’s education.
2025
In a world of creators, here’s how advisors can help clients protect their intellectual property
September 9, 2025 - Rebecca Broadley highlights how clients, especially content creators, hold valuable intellectual property and why it’s so important to protect it.
2025
How the sandwich generation can ensure a secure future across generations
September 3, 2025 - Susan Daley shares how open conversations and early planning can help the “sandwich generation” navigate this challenging life stage.