The Canadian wealth industry is entering a new phase—one where transparency is no longer partial, and where performance alone is no longer enough to justify advice. Kaitlyn Lawson, head of practice management with CI Global Asset Management, was quoted in an article...
Snap’s semi-annual promo is here Choosing the right financial planning software is an important decision. It isn’t just about comparing features, it’s about finding a solution that fits naturally into your advice process, helps you deliver better client...
Your client asks about income splitting during their retirement review. Suddenly, you are sorting through Tax on Split Income (TOSI) rules, attribution traps, and Canada Pension Plan (CPP) sharing. This resource will help you categorize client questions quickly,...
Permanent life insurance provides lifelong coverage with cash value growth. But moving from “what is it?” to “does it fit?” takes a clear breakdown, realistic cost anchors, and a walkthrough of what happens when clients tap cash value. This...
Recent headlines have highlighted just how important it is for professionals to verify AI-generated information. In one widely reported Canadian case, legal professionals faced scrutiny after artificial intelligence generated court citations that simply did not...
