Financial Planning

Advisor to Client: Lost your job? Advice on how to deal with those difficult initial days Advisor to Client: Lost your job? Advice on how to deal with those difficult initial days

Financial Planning

Advisor to Client: Lost your job? Advice on how to deal with those difficult initial days

From grief to legal rights, here’s how to process a layoff and plan your next steps

By Cathy Miyagi, The Canadian Press |July 29, 2025

4 min read

Advisor to Client: Factoring in the hidden costs of buy now pay later Advisor to Client: Factoring in the hidden costs of buy now pay later

Financial Planning

Advisor to Client: Factoring in the hidden costs of buy now pay later

Financial experts warn the zero-interest allure can mask overspending, mounting debt and potential credit risks

By Ian Bickis, Canadian Press |July 3, 2025

4 min read

Advisor to Client: Thorough estate planning ‘one of the most loving things’: financial planner Advisor to Client: Thorough estate planning ‘one of the most loving things’: financial planner

Financial Planning

Advisor to Client: Thorough estate planning ‘one of the most loving things’: financial planner

Loved ones may face stress and complications — even without major wealth

By Lauren Krugel, The Canadian Press |June 19, 2025

3 min read

Advisor to Client: A messy inheritance can strain sibling relationships Advisor to Client: A messy inheritance can strain sibling relationships

Financial Planning

Advisor to Client: A messy inheritance can strain sibling relationships

Here are some tips to avoid conflict in estate planning

By Nina Dragicevic, The Canadian Press |January 7, 2025

4 min read