Susan J. Hyatt

Moving a household from one place to another is near the top of the stress scale for most of us. With a rapidly aging population, families may consider moving an elderly person from one part of the country to another for various reasons. Major moves are disruptive and bring substantial change on multiple levels, which can eventually affect a person’s physical and mental health. Without a well-thought-out plan, the results….

Around Valentine’s Day, love is in the air, and so unfortunately, are romance scams. The Canadian Anti-Fraud Centre reported that romance scams skyrocketed[1] during the massive shift online caused by the COVID-19 pandemic, especially among older adults. Romance scams are now one of Canada’s most common frauds. As advisors, it is important that we educate our clients and families on the rising incidence of romance scams and actively discuss how people fall victim…..

There seems to be a frenetic pace in the days leading up to the end of the year. There are so many lists to complete for clients, gifts, parties, and family celebrations. We are also taking stock, thinking about the new year, and reflecting on the year that has passed. Many of us are also juggling caregiving for elderly parents or friends in addition to our work and family lives…..