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Dealing with debt in retirement

Help boomer clients ensure they have sufficient income to manage their debt in retirement

Five key steps to solve the challenge of debt

Five key steps to solve the challenge of debt

Laurie Campbell, CEO of Credit Canada Debt Solutions, discusses proven plans for advisors to ensure clients burdened by debt will overcome this challenge. Campbell itemizes…

Starting the conversation on debt

If you notice red flags, help clients understand how debt could derail their financial plan

Here come the ‘parensioners’

Planning for clients who will be retired parents of dependent children

Casual Friday: How to curb “rock star” spending

Four ways to help clients live within their means

Demonstrate your value at tax time

As more clients go DIY, find ways to help them save

The family approach to taxes

Include spouses and children for maximum benefit

Teachable tax moments

Educating your clients on tax issues

Last-minute tax tips

Helping your clients save as the deadline approaches

Protecting family businesses and boomer clients

Protecting family businesses and boomer clients

Tom Deans, author of "Every Family's Business," discusses the grim facts that only one third of family businesses will transition to the second generation and…

  • By: Tom Deans
  • April 17, 2013 October 31, 2019
  • 08:51

Tax refunds: Splurge vs save?

TD shares tips to help Canadian get the most out of their tax returns

Tax planning advice for dual citizenship clients

Clients who hold U.S. citizenship may be unaware of certain tax consequences, says BMO tax expert.

Americans in Canada facing Obamacare surtax

Americans in Canada facing Obamacare surtax

Terry Ritchie, cross-border tax and estate planning expert, discusses how Americans living in Canada could be hit by a 3.8% surtax on passive income brought…

Estate planning for snowbirds

Estate planning for snowbirds

Terry Ritchie, a registered financial planner and a cross-border tax and estate specialist, discusses U.S. estate planning issues for Canadians with property in the U.S.…

How lifestyle planning for clients can boost your practice

Helping clients impose order on their cash flow is crucial when it comes to helping them achieve their life goals

How to help clients save? Make it routine

Show clients the benefit of making regular contributions to retirement savings

Strategies for managing preferred shares: part 2

Strategies for managing preferred shares: part 2

James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, drills down to specifics of how to manage preferred shares. He…

  • By: James Hymas
  • February 22, 2013 October 31, 2019
  • 12:30

RRSP, TFSA or mortgage?

With interest rates low, does it still make sense to pay down debt? Or is contributing to an RRSP, or even a TFSA, a wiser…

The expanding world of preferred shares: part 1

The expanding world of preferred shares: part 1

James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, explains how preferred shares can be used in portfolio construction for…

  • By: James Hymas
  • February 21, 2013 October 31, 2019
  • 12:30

A preferred source of income

Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too

  • By: Jade Hemeon
  • February 20, 2013 October 31, 2019
  • 06:30

Options for income in a low interest rate world

Help clients build a portfolio that provides a blend of different types of income

  • By: Jade Hemeon
  • February 19, 2013 October 31, 2019
  • 06:20

A retirement savings strategy for debt burdened students

Young people are worried about their ability to save for retirement

How demographics can shape financial planning habits

Understanding why a client of a certain generation is making a particular decision can be helpful to advisors

Help clients avoid their personal debt ceilings

Five tips to help clients eliminate debt

  • By: IE Staff
  • January 3, 2013 October 31, 2019
  • 11:50

Advice for your snowbird clients

Make sure they keep track of their time outside the country