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…

1 minute read

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…

1 minute read

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…

1 minute read

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…

1 minute read

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…

1 minute read

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…

1 minute read

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.

1 minute read

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…

1 minute read

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.

1 minute read