Smart Ageing

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…..

Autumn is here, and as we prepare for the Canadian Thanksgiving weekend, it is a good time to reflect on how we are coping as busy professionals. In the last few years, the COVID pandemic has changed many things at work and at home. Estate planning professionals are busy with the ever-increasing aging population, and the demand is growing. The same impact is felt by professionals in health and community….