Industry Articles

An emergency fund can be the difference between a temporary setback and an unravelling financial plan.

Your clients don’t simply want access to investments. They want the confidence that comes from seeing the entire financial picture.

Caring for aging parents can significantly impact a client’s own financial plans. Financial planners can help families prepare for caregiving while balancing retirement, estate, insurance, and cash flow considerations.

Many Canadians value charitable giving, yet far fewer have incorporated it into their estate plans. Discover why the gap exists and how financial planners can help clients turn philanthropic intentions into meaningful plans.

Longer lives are reshaping financial planning. Discover why helping clients navigate family, caregiving, purpose, legacy, and the many transitions beyond retirement may become an increasingly important part of the advisor’s role.

Strong client relationships aren’t lost overnight. Discover why high-net-worth clients quietly disengage and how more meaningful, forward-looking conversations can strengthen long-term trust and engagement.

Looking for your next great read? From The Wealthy Barber to behavioural finance classics, discover a collection of books that can sharpen your thinking, deepen your understanding, and strengthen your approach to financial planning.

Dementia planning is becoming an increasingly important part of holistic financial advice. For advisors, opening these conversations early can help clients and their families prepare for future care needs, decision-making responsibilities and the financial impact of cognitive decline.

Grey divorce can reshape every part of retirement planning, from income and housing to tax, estate and long-term care considerations. For advisors, it is an important reminder that divorce after 50 is not just a division of assets, but a restructuring of later life.