In this segment, the BNN Bloomberg Advisor panel tackles several issues facing millennial investors. They discuss accelerated savings plans, setting goals and pension plan basics, including why some millennials would benefit from taking on more risk in their defined contribution pension plans — one area, the panel says, where more education and financial planning is needed.

With real estate prices soaring across the country and it being both an investment and an asset, the BNN Advisor panel discuss how to successfully incorporate real estate into a proper financial plan for their clients' future, which may include downsizing. They also discuss how to "gift" money to adult children to help them buy their first home.

Part 2 of BNN Advisor's discussion with Wealthsimple CEO Michael Katchen and Investment Industry Association of Canada (IIAC) CEO Ian Russell. We dig deep into how traditonal advisors can help their clients achieve greater overall well-being, and discuss the emergence of hybrid models of advising. We also look at how the entire financial industry is changing with the implementation of CRM2, which is adding transparency but is still a work in progress.

The BNN Advisor panel discuss ways to invest in a tax efficient manner and smart strategies for saving money to create wealth over time. They dig into the “pay yourself first" principle, offering a modern take on a tried and true method of saving money.

The BNN Advisor panel takes an in-depth look at how RRSPs fit into a financial plan, focusing on how to speak with clients about their investments as well as rebalancing and maximizing their returns as part of an overall strategy to build wealth for retirement.

The BNN Advisor panel discuss strategies to save more effectively for retirement, including the use of RRSP loans and the growing importance of tax-free savings accounts (TFSAs) to build wealth while minimizing taxes in retirement.

A divorce can be an extremely difficult time for families, eroding wealth and taking an emotional toll on both spouses. But with about 4 in 10 marriages in Canada ending in divorce, according to StatsCan, it is a harsh reality for many Canadian families. In the first segment, the BNN Advisor panel discusses the best ways to help clients deal with a divorce and possibly stay out of the courts, with lawyer Michael Cochrane stating he’s currently dealing with one divorce case that has been going on for over 10 years.

Buying and selling a book of business can be one of the most important business decisions advisors have to make. John O’Connell, chairman and CEO of Davis Rea, tells his personal story of buying and selling billion-dollar books of business. He discusses what he was looking for when buying a book of business and the type of clients he was looking for before pulling the trigger on a deal.