Some high-net-worth clients are simplifying their lives instead of chasing higher incomes or larger portfolios ...

For most business owners, succession planning for their business involves preparing the company for transfer, determining its ...

Dynamic Planner, has today launched two major initiatives focused on the biggest challenges facing the industry, underlining ...

When your wealth, tax, and investment professionals operate at separate firms, coordination becomes a job in itself, and it's a job that often doesn't get done. Each advisor works with the information ...

A common question investors ask is, “Should I liquidate my property?” While the stock answer is “it depends,” the real answer ...

Tom Forrester, trainee financial planner at BRI Wealth Management, outlines the inheritance tax changes due to take effect ...

This is how landscape architects SLA and Trophic have imagined Centre Commons, the first public street in Toronto to be built ...