A successful first meeting with a client’s family has less to do with revealing numbers than understanding their goals, family dynamics and, above all, providing a forum for these discussions to finally happen.

Supporting family members is becoming a larger part of the planning conversation and it has a significant emotional and financial impact

For UHNW families, an investment in pro sports is an opportunity to own a piece of a diversifying, growing sector—and connect with community

Some tools available in the U.S. don’t comply with Canadian regulations

Digital tools have been effective in delivering more, but also higher-quality leads

'Impact comes from bringing together people who usually operate in different spheres: clinical practice, policy, finance, innovation and corporate leadership. When those perspectives meet, new ideas emerge and collaborations form

Learn why water damage deductibles are rising in Canada and how flooding, climate risk, and insurance costs are affecting homeowners.

The CRA is investing in advanced data analytics and AI to optimize compliance processes and identify gaps

For advisors, the grief process is often a solo journey, with few obvious resources available.

Learn how rising multigenerational housing in Canada can create life insurance coverage gaps and why adult children may need their own policy.

Online tools and expert tips can help you gauge a property’s exposure to climate risk, protecting your future and your investment.

'In contrast to here, there’s a conservatism in the policies in Europe where capital preservation is really at the forefront'

« Contrairement à ce que l’on voit ici, on observe en Europe un certain conservatisme dans les philosophies, où la préservation du capital est véritablement au premier plan »

The $1-trillion-plus wealth transfer is already underway; advisors can provide great value to clients and retain the next generation by being proactive

Entrepreneurship has been romanticized but the realities have started to hit home

HNW investors are looking at the sector with fresh eyes, though ‘the opportunity has yet to fully reveal itself’

More controls and processes are also needed as scams evolve

The financial impact of a critical illness or disability can be significant

Unsure what to do with unused RESP money? Know your options and tax implications before you save, transfer, withdraw or donate.