Paving pathways to the future of open banking
March 15, 2021
Concentra launches Registered Disability Savings Plans!
February 22, 2021
Using MBS as High Quality Liquid Assets
February 22, 2021
Managing risks and clients:
what is the new normal?
January 18, 2021
What you need to know about probate
January 7, 2021
Books are a uniquely portable magic.
‐ Stephen King
December 17, 2020
You’ve said yes to being an executor.
December 10, 2020
Minor Beneficiary Trusts
What TO DO and NOT TO DO
November 26, 2020
When executors, trustees and attorneys make decisions about your affairs.
November 12, 2020
Introducing Estate Advance Financing:
Easing the financial burden for executors
October 29, 2020
What if you die without a Will?
October 15, 2020
When you die, will your family know what to do?
October 1, 2020
Your life is changing—is your estate plan changing with it?
September 17, 2020
Do you want your spouse or common-law partner to inherit your RRSP, RRIF or TFSA?
How to make it happen
September 9, 2020
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
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
Estates and real estate — what you should know
July 10, 2020
Should you consider a Secondary Will?
June 11, 2020
Effective governance during a crisis
Directors’ duties, COVID-19, and the important relationship between the board and management
By Tanya PostlewaiteJune 9, 2020
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
Four tips to help employees to stay engaged and productive during COVID-19
By Jayleen GroffMay 26, 2020
Planning a Funeral during COVID-19
By Joan McAulayMay 14, 2020
Financial Risk Managment during COVID-19
By Philippe SarfatiMay 5, 2020
Executing a Will during COVID-19
By Joan McAulayApril 30, 2020
Five considerations for credit unions during COVID-19
By Charlene ShannerApril 17, 2020
Making a Will during COVID-19
By Joan McAulayApril 17, 2020
Artificial intelligence a powerful but double-edged sword for risk managers
By Philippe SarfatiJanuary 24, 2020
Open Banking Offers New Opportunities for Small and Mid-Sized Businesses
By Don CoulterDecember 10, 2019
Uncovering opportunities other financial institutions might leave behind
By Ryan GrahamDecember 10, 2019
The Power of Giving
With a Charitable Remainder Trust, you can give to yourself now but leave a meaningful legacy for later
By Martha MoenDecember 3, 2019
Planning to Leave the Family Cottage to the Kids?
The Value of Establishing a Family Trust
By Martha MoenNovember 22, 2019
The Future of Open Banking Is Closer Than You Think
By Don CoulterNovember 22, 2019
Why Open Banking is a Source for Stronger Financial Partnerships
By Ryan GrahamNovember 22, 2019