This month’s blog post was written by Steven J. Albiani, Managing Partner at Stratum Advisory Group Inc. Mention life insurance in a conversation and you will often…
This month’s blog post was written by Hanaa Al Sharief, Partner at McInnes Cooper. For many families, estate planning is not only about the transfer of wealth, but also…
This month’s blog post was written by Holly Haber, Partner at Fuller Landau LLP. For U.S. citizens living in Canada, investing in products such as Canadian mutual…
This month’s blog post was written by Tyler Lin, lawyer at Donovan Kochman LLP. Every so often, a sensational story about a “fortune pet” makes the news.…
This month’s blog post was written by Thuy Chou, Senior Wealth Consultant, Investment Counsellor, and Milaine Theriault, Senior Financial Planner, at Cidel. Wealth planning is often expected…
This month’s blog post was written by Cecile Ko Brock, Counsel at McCarthy Tétrault LLP. The relationship between an incapable person and their attorney for property is…
This month’s blog post was written by Ethel Weiner, Director of Ultra High Net Worth Services, Wealth Consultant, Client Relationships, and Colin Deeks, Senior Wealth Consultant,…
This month’s blog post was written by Lori Isaj, Associate at WeirFoulds LLP. When preparing for a “what-if” situation of death or incapacity, it is important to…
This month’s blog post was written by Thuy Chou, Senior Wealth Consultant, Investment Counsellor at Cidel. When people hear the term “financial planning,” they often think it’s…
This month’s blog post was written by Jordana Talsky, lawyer and founder at C’est la Vie Estate Law. In Ontario, managing the care and finances of an adult…
