An investment consultant plays a vital role in helping individuals and businesses make sound financial decisions. Whether it is planning for retirement, managing investment portfolios, or seeking advice on investment strategies, an investment consultant provides expert guidance based on their extensive knowl...
While optional, obtaining a bachelor degree in real estate, business or a similar field can significantly improve your prospects as a leasing consultant. Typically, completing this degree takes around three years full time, though part-time enrolment is also an option. Many educational institutions ...
Traditionally, estate planning has involved arranging for the transfer of a person’s assets upon their demise, but more often this is being done while the estate owner is still alive so as to spare the beneficiaries the often lengthy and costly probate process. Although some people associate es...
engage a settlement planner with these skills, may help keep things moving along.John Darer of 4structures.com LLC is a Registered Settlement Planner, a Master Structured Settlement Consultant and one of only two Certified Financial Transitionists in the settlement planning and structured settlement ...
Take a look at this short message from Bill Hill, National Retirement Planning Consultant at RBC, as he walks through some things to consider when deciding when to take CPP/QPP. For more on this topic, seeHow Do I Know When to Take CPP/QPP?
Being named the trustee or executor of an estate can feel like an honor, but it's important to recognize the accompanying obligations—and legal repercussions—of serving as a fiduciary who must act on behalf of others. "What many people don't realize is that as executor or trustee, you'...
What is a payroll tax? What is an accountant's role on the board regarding corporate governance? What is a strategic planning consultant? What is an auditing clerk? What is the IRS? What is a financial planner? What does a startup advisor do?
Most executives and business professionals have encountered business consultants at one time or another. But to many, consulting services and the value they provide can remain mysterious. CGI is among the firms that offerbusiness consulting servicesthat are an integral part of its portfolio of service...
Enterprise architecture is the methodology by which an organization plans and arranges IT infrastructure. The components of EA are analysis, design, planning, and implementation. Architectural framework principles guide the organization through business, information, process, and technology strategies, all wi...
“Trusts are the 700-pound gorilla of estate planning and a very important part of many estate plans,” said Leon LaBrecque, consultant and former chief growth officer at Sequoia Financial Group, who is also an attorney and a certified financial planner. “They are a cornerstone of many of...