Articles

Do you know what some adult children do after their last living parent dies? They fight. And sometimes they fight big time.   Battles can ignite instantly if assets are distributed unfairly, even if there is a perception of unfair distribution. Making a will is about respecting family values and fairness. It’s not just a simple … Fair wills help avoid resentment during a difficult time

Criminals want to steal your money. You are more vulnerable than you think. Recently I have had several attempts by telephone and over the Internet in what I consider to be an attempt to steal from me. That is the motivation for writing this article and encouraging everyone to always be on guard and protect themselves. … Beware of phone and Internet scams

Wealth management will change and evolve in the coming decades, influencing how you receive financial advice. Future change will happen in part because the profile of investment clients will change. A 2014 Credit Suisse survey estimated half of the world’s population was under 30 years old. This group will shape the future. They will earn … The future of wealth management

The trouble with investing is there are so many decisions that have to be made. Are you better to manage your investments yourself or should you select an investment advisor to assist? How do you choose the right advisor? What is your allocation between investing in stocks or bonds? Should you diversify outside of Canada? … Tips on decision-making when investing

Some parents lie and cheat to help their children get admitted to top-ranked universities. In what is now known as the 2019 College Admissions Scandal, the rich and famous paid bribes and had exams altered, among other tactics, to ensure their children were admitted to some of the most prestigious schools in the United States. … High cost of education

Female investors have become a major force in the personal investing business. Financial planners need to take note. According to a report released in March by CIBC World Markets Inc., female investors control $2.2 trillion of personal financial assets. That number is expected to grow to $4 trillion within the next decade. The report is … Female investors are a major force in the financial industry