Financial advice for your favourite TV characters
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our…
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our…
Cost considerations for aging at home
Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business…
Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.
Divorce is never easy, so your clients may lean on you if their marriages break down
How should she budget and save for her son’s future as well as her own?
When you and your spouse tie the knot, you'll opt into an intricate legal and financial framework
New rule came into effect September 30, 2016
In the 1960s, Frank Abagnale Jr. cashed millions of dollars of forged cheques and impersonated a pilot, a doctor and a lawyer, all before he…
Learn about powers of attorney and adult guardianship.
We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real
In an ideal world, an estate would have one will; in the real world, things aren't always so neat
Getting hitched? Give at least as much thought to your investments as you do your gift registry
Dismissed, downsized, dumped? There’s no easy way to hear you’re suddenly out of work
Need to break the ice with clients about bankruptcy and consumer proposals?
Need to break the ice with clients who have recently lost their job?
It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that…
It didn’t take long for two estate battles to erupt in this sample case
Pensions and healthcare aren’t the only types of aid that employees need
A major benefit to owning commercial property is that your equity can become a source of financing.
Estate planning can be challenging for the most financially savvy business owner.
When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another
Angelina Jolie Pitt's experiences can help clients when buying life insurance
Need to get your young newlywed clients thinking about insurance? Try this tip.
Ask your client, “Is your son getting married?” If so, review the family’s insurance policies to confirm they meet their needs.