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Insights

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Paving pathways to the future of open banking


March 15, 2021

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Concentra launches Registered Disability Savings Plans!



February 22, 2021

 

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Using MBS as High Quality Liquid Assets




February 22, 2021

 

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Managing risks and clients:

what is the new normal?

January 18, 2021

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Executors!

What you need to know about probate

January 7, 2021

 

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Books are a uniquely portable magic.

‐ Stephen King

December 17, 2020

 

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You’ve said yes to being an executor.

Now what?

December 10, 2020

 

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Minor Beneficiary Trusts

What TO DO and NOT TO DO

November 26, 2020

 

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Words Matter

When executors, trustees and attorneys make decisions about your affairs.

November 12, 2020

 

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Introducing Estate Advance Financing:

Easing the financial burden for executors

October 29, 2020

 

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What if you die without a Will?

 

October 15, 2020

 

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When you die, will your family know what to do?

 

October 1, 2020

 

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Your life is changing—is your estate plan changing with it?

 

September 17, 2020

 

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Do you want your spouse or common-law partner to inherit your RRSP, RRIF or TFSA?

How to make it happen

September 9, 2020

 

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How to get free money for your child’s post-secondary education

Access up to $9,200 in government grant money by opening an RESP

August 20, 2020

 

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Cryptocurrency and death: Where’s your key?

If you hold digital currency, how do you ensure these assets are included in your estate plan?

August 6, 2020

 

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Estates and real estate — what you should know

 

July 10, 2020

 

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Should you consider a Secondary Will?

 

June 11, 2020

 

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Effective governance during a crisis

Directors’ duties, COVID-19, and the important relationship between the board and management

By Tanya Postlewaite
June 9, 2020

 

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Worried about the financial security and capacity of a loved one who has a mental illness?

An honest conversation with your trust professional or estate lawyer can put your mind at ease.

May 29, 2020

 

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Four tips to help employees to stay engaged and productive during COVID-19

 

By Jayleen Groff
May 26, 2020

 

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Planning a Funeral during COVID-19

 

By Joan McAulay
May 14, 2020

 

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Financial Risk Managment during COVID-19

 

By Philippe Sarfati
May 5, 2020

 

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Executing a Will during COVID-19

 

By Joan McAulay
April 30, 2020

 

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Five considerations for credit unions during COVID-19

 

By Charlene Shanner
April 17, 2020

 

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Making a Will during COVID-19

 

By Joan McAulay
April 17, 2020

 

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Artificial intelligence a powerful but double-edged sword for risk managers

 

By Philippe Sarfati
January 24, 2020

 

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Open Banking Offers New Opportunities for Small and Mid-Sized Businesses

 

By Don Coulter
December 10, 2019

 

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Uncovering opportunities other financial institutions might leave behind

 

By Ryan Graham
December 10, 2019

 

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The Power of Giving

With a Charitable Remainder Trust, you can give to yourself now but leave a meaningful legacy for later

By Martha Moen
December 3, 2019

 

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Planning to Leave the Family Cottage to the Kids?

The Value of Establishing a Family Trust

By Martha Moen
November 22, 2019

 

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The Future of Open Banking Is Closer Than You Think

 

By Don Coulter
November 22, 2019

 

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Why Open Banking is a Source for Stronger Financial Partnerships

 

By Ryan Graham
November 22, 2019