Annual insurance audit for HNW Canadians. Help clients spot coverage gaps across life, disability, CI, key person, buy-sell, and high-value assets, with advisor-led best practices.
New Year bookkeeping checklist for Canadian small business owners and those on their financial management team. A guide to tax readiness, CRA compliance, deductions, and cash planning in NB and NS.
Reflect on 2025’s key financial trends and learn how advisors can leverage market lessons, client behavior shifts, and strategic planning insights to build momentum and stronger practices heading into 2026.
Discover how Canadian families can give wisely during the holidays through strategic gifting, philanthropy, and legacy planning. Learn how advisors can guide clients with clarity, confidence, and long-term strategy.
