Deanne Gage

Many young advisors are eager to grow their practice, but matching services and values is important

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Many families underestimate the cost of care for loved ones, especially when there’s serious illness involved

Depending on age and complexity, an online will may be sufficient

Permanent life insurance policies are one strategy to fund estate liabilities and taxes

Discussions about philanthropy often start with questions about what drives clients to give back

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Designating a charity as beneficiary can be tax-efficient, especially for wealthy clients

Some clients are considering a move north, while others are eyeing more favourable U.S. tax rates

Advisors with cross-border clients need to navigate different rules for capital gains and gift taxes