New documentary shines spotlight on reverse mergers
Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]
For coverage and cost, clients can probably do better
Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg one Saturday night, but luckily no one was hurt. Understandably, the Morneaus are anxious and confused. They call you for help. What do you tell them? *This is a hypothetical […]
What to do when your client sells her home.
Be sure to comply with new designation rules
Scenario Calgary retirees Dolores and Remus Aquino, aged 67 and 70, have lived in their spacious two-storey home for the last 30 years. They have no plans to leave, but some of their younger friends are already having trouble climbing stairs. The Aquinos have thought about renovating their home to age in place, but have […]
Cost considerations for aging at home
Three experts weigh in
Helen Lee* has been asked to be a director of Wynn Energy, a publicly traded company based in Ontario that generates and sells wind power. While she’s an energy expert, Helen has never been a director on a public board. She currently holds more than $500,000 in investments in other energy companies (mostly oil) and […]