While demand for good businesses is quite strong, it is a competitive environment, so it’s important that sellers make their businesses as attractive as possible. […]

We are so excited to be a finalist for the STEP Private Client Awards, in the Boutique Firm of the Year category! We are honored […]

Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members. In this edition of […]

What if I need to do financial planning? This week, host Chris Delaney, BA, LL.B. B.Ed. TEP FEA interviews the new Chair of CALU’s Board, […]

Cindy David, CFP, CLU, FEA, TEP, has been elected Chair of the Board of the Conference for Advanced Life Underwriting (CALU) for the 2020-2021 term. […]

Advisors receive some clarity on anti-trafficking legislation B.C.’s financial services regulator has confirmed that gifts of life insurance to charities won’t generally be considered trafficking […]

By Tim Brown, Richards Buell Sutton LLP When dealing with estate planning, many families spend a lot of time dealing with emotional assets that may […]

An equal world is an enabled world.

By CV TrustCo In the Spring of 2017, we blogged about the use of Alter Ego and Joint Partner trusts (‘Trust(s)”) for those over 65 […]