For rainmakers in today’s altered universe, the job remains the same — continue to nurture existing relationships while attracting new clients.

After settling on an advisor you feel you can work with, it’s time for you to get down to the business of setting financial goals. 

This requires a whole new set of questions:

You shouldn’t be afraid to interview advisors before settling on someone you can work with.

Many Canadians will be taking their next vacation right here at home. If you plan to travel outside of your province or territory, there are three things you need to know about your provincial or territorial health-care coverage.

“It’s never too early to get a financial advisor,” says Dawn Marchand, Chief Executive Officer of Lawyers Financial. She adds, “professional advice will help you to both build and protect wealth as you move through your career.”

Meghan Hicks, a Lawyers Financial Advisor in Kelowna, British Columbia, helps many female lawyers manage their finances and plan for the future. After more than a decade working with a wide variety of clients, she has some valuable advice to share.

For many parents, this summer’s biggest challenge will be: Sunscreen versus screen time.