Unless their dad is Liam Neeson, your clients might need this insurance Kidnap and ransom policies cover negotiations, payments and extraction. But, shh, don’t tell anyone you have coverage March 13, 2024 Life & Family
How does your wealth advisory firm come across to clients? A way to find out A proper branding exercise can help you set the right tone, but also better define your values and get your message across December 18, 2023 Fundamentals
Should you donate to a charity that’s flush with cash? Donors might wonder if their philanthropy could be more effective if given to smaller groups or those hurting for donations November 21, 2023 Philanthropy
Having the right kind of will is crucial in blended families A ‘mutual wills agreement’ can prevent unwelcome surprises later, especially in contentious families November 16, 2023 Estate Planning
Great inheritance equalizer for business-owning families: life insurance What happens in estate planning if your primary asset is illiquid, i.e., a business? Insurance to the rescue October 16, 2023 Estate Planning
Wealth and loneliness can go hand-in-hand during the holidays Those with higher incomes spend more time alone and less time interacting with others, studies show September 13, 2023 Life & Family
New spouses invariably upset the inheritance apple cart Families who don’t tackle key estate planning issues risk pain and resentment later May 9, 2023 Estate Planning
Why well-to-do families should be less shy about using social media Under-the-radar people can miss financial opportunities and the chance to build trust, showcase good works April 18, 2023 Life & Family
Money and relationships: Power dynamics can unravel the knot People often forget what it's like to not have money, leading to uneven power dynamics in relationships February 14, 2023 Life & Family
Can you challenge an unfair will? Where you live makes a difference Success depends on your province and strength of the case. British Columbia and Alberta tend to be more favourable to will challenges February 6, 2023 Estate Planning
