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Tag: Thought leadership

Planning for Personal Care Issues – the Empowering Journey

Everyone knows about the shift in demographics in our society. People are living longer; it is estimated that one in ten Canadians born today will live to be 100! An aging population puts financial strains on individual, corporate and government resources, trying to keep up with unexpected demands and unplanned-for

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Reflections on the “Trusted Advisor”

We increasingly see use of the term “trusted advisor”, particularly in the arena of financial and estate planning services. But what is a “trusted advisor” as opposed to someone simply providing advice? At its root I would submit is the requirement that a trusted advisor acts in the best interests

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