Insights

'Dying digitally' can become extremely complicated for your loved ones if you do not account for it in your estate planning.

The Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits.

Often individuals focus on the numbers when planning for retirement, but there are other aspects that need to be considered when thinking about that next stage.

When the voices of women go unheard, the result can be a wealth plan that is simply not as effective or relevant as it should be.

We all want our retirement to embody positive change, of course. Yet, to make our retirement dreams come true, we need to understand how retirement itself is changing – and how our financial planning must adapt as a result.

Sarah Bull discusses gender equality in the world of money and how, while change is still necessary, it should not blind us to the reality that change is taking place.

Of all our financial affairs, planning for when we are not around is probably the most tempting one to put off. But it is also one of the most important. Setting aside a day or two every spring to do a “clean-up” of your estate planning documents will ensure they accurately reflect your goals.

Love is always better the second time around, as the old song goes. Yet the reality is that new relationships later in life can be fraught with peril, especially from a financial perspective.

While divorce isn’t easy for anyone, it can be particularly complex for wealthy families. Dividing more assets means couples face more legal complexities, and sometimes more heartaches.

Divorce hurts. And it can be hardest on those who experience it later in life. Sarah Bull, Partner & Portfolio Manager, speaks to Advisor.ca about supporting clients through late-life divorce.

Published by Sarah Bull, Partner and Portfolio Manager at KJ Harrison Investors - The drive towards gender equality in business is far from finished but growth in female entrepreneurship is strong.

No one goes into a relationship planning for it to end. But in many ways, the stakes are higher the second (or third) time around.

Sarah Bull’s Women Impact Network is getting together to learn about issues and collectively pool resources to make a greater impact.

Not enough of us give our finances as much attention as we give our health. Yet, your financial wellbeing requires the same regular attention, particularly when it comes to preparing for life’s detours. Let’s call them the three Ds – death, divorce and disability.