According to Clifford Lachmansingh, national lead, private trust, MD Financial Management, trusts offer some clear advantages in terms of planning and security. “Life circumstances change,” Lachmansingh says. “Incapacitations and major
The history of banking stretches back to antiquity; records show that temples in Greece, Rome, Egypt, and Ancient Babylon not only safeguarded currency, they also were responsible for loaning it
When Adam Derges, founding partner and vice president of strategic initiatives at Raintree Financial Solutions, is asked what led him establish his own firm, his answer is simple: he wanted
Retirement. For some, it feels like a lifetime away. For others, it is right around the corner. But in all instances, careful planning and dedication are needed to make sure
For many business owners, passing on an inheritance, not the business itself, to the children is the end goal. How can this be done in a way that encourages the
It’s no secret Edmonton has become a sleeper success in the world of tech. The city, once known for its proximity to Alberta’s oilsands, is now world renowned for many
Investment management fees have been stirring up controversy of late, but is the rise of robo-advisors rendering investment managers and advisors—and their fees—unnecessary? “No,” says Bruce Sansom, president, Global Wealth
We’ve heard it all before: save a million dollars for retirement; max out that RRSP; and by all means, put that extra money – you know, the overflowing funds you
The Canadian Federation of Independent Business (CFIB) has been exclusively devoted to the needs of small and medium sized enterprises (SMEs) since 1971. The organization got its start when John
Those golden years are coming, and like it or not, the tax man is going to pay your estate one final visit after you die; but there’s no need to
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