Company news
2025
2025
How advisors are using CDRs to access foreign stocks with a currency hedge
July 23, 2025 - Diana Orlic discusses how CDRs typically involve fractional share ownership of high-priced foreign equities, offering a more affordable entry point with…
2025
Blended families pose unique challenges when estate planning
July 23, 2025 - Susan O’Brien discusses how “a detailed examination of assets, strategic planning and transparent communications are needed to build an [estate] plan…
2025
What advisors need to know before adopting SMAs and UMAs
July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…
2025
How advisors can adjust retirement and estate planning for DINK couples
July 7, 2025 - Diana Orlic discusses how dual-income, no-kids (DINK) clients can protect against lifestyle inflation by maximizing contributions to RRSPs and TFSAs and…
2025
Serving the suddenly high-net-worth
June 30, 2025 - When it comes to a sudden influx of wealth, Kathy McMillan explains that advisors must be prepared to listen, be patient…
2025
How one retiring advisor built a flexible, phased succession plan
June 30, 2025 - Nevin Chernick shares how he worked with the firm to create a succession plan without a rigid date while staying involved…
2025
No partner, no problem: Building wealth when you’re doing it alone
June 9, 2025 - Sascha Isaacs shares practical steps to help women navigate key challenges like budgeting, investing, retirement planning, and building financial confidence.
2025
Financial considerations when giving and receiving an early inheritance
June 11, 2025 - Alexandra Horwood outlines how a gradual approach to early inheritance, along with structures like annuities or trusts, can offer clarity and…
2025
As Good as Gold: Investing in Gold Amid Market Uncertainty
May 27, 2025. Joelle Hall explores three reasons investors consider gold: as a hedge, a safe-haven, or a direct investment.