Practice

Adjusting cash-flow plans for financial windfalls

Four ways to help clients maximize extra money

By Stephanie Holmes-Winton |March 3, 2026

3 min read

Retirement is more expensive than your client thinks

Health risks now define wealth risks for Canadian retirees

By Neela White |February 27, 2026

4 min read

CRM3’s winners and losers

Cost transparency is coming — 5 implications and 3 big takeaways

By Mike Banham |February 26, 2026

3 min read

The advisor as personal CFO

CRM3 will launch a new paradigm in wealth management — here’s how to get ready

By Daniel Collison |February 24, 2026

4 min read