A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...

Dear Wife & Mother, Happy Valentine’s Day to you — and many happy returns. This year, your daughter will get a rose, while ...

You’ve probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

Though tax-free savings accounts (TFSAs) have been around for a while, there’s still some confusion about what happens on the ...

Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

“Generally speaking, if there is a beneficiary designation on a bank account ... The bank provides forms for you to fill out to complete the transaction and tell them where to send the funds.

According to Cerulli’s survey of defined contribution investment-only (DCIO) asset managers, 16% anticipate that AI's impact on legal document summaries will be “significantly positive,” with 23% ...

A hearing panel of the Canadian Investment Regulatory Organization (CIRO) found that Jordan Michael Snitzler violated the Mutual Fund Dealer Rules by obtaining, possessing, and using three pre-signed ...