Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: traditional, Baby Boomers, Gen…

By: Seth Mattison
November 21, 2012 October 31, 2019
16:20

Preparing clients for the inevitable

A frank conversation about death can bring peace of mind

By: Brent Jolly
November 15, 2012 October 31, 2019
12:30

Dec. 31 more frightening than Halloween

Five tax strategies to keep Oct. 31 the scariest day of the year

By: Fiona Collie
October 31, 2012 October 31, 2019
06:30

Strategies and client profiles for successful leveraging

By: Talbot Stevens
October 29, 2012 October 31, 2019
17:30

The best ways to borrow for investing

Help clients navigate options such as home equity lines of credit, margin and no-margin loans

By: Jade Hemeon
October 24, 2012 October 31, 2019
10:30

Regulators zero in on leveraging strategies

Advisors urged to ask more questions to ensure suitability requirements are being met

By: Jade Hemeon
October 23, 2012 October 31, 2019
16:15

Dispelling the myths of borrowing to invest

In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this…

By: Talbot Stevens
October 23, 2012 October 31, 2019
06:50

Contemplating leverage

Advisors must consider financial and behavioral factors when assessing the suitability of leverage

By: Jade Hemeon
October 22, 2012 October 31, 2019
14:20

Involve the family in estate planning

Educate both clients and their children about the process

By: Fiona Collie
August 30, 2012 October 31, 2019
11:15

Just married: advising newlywed clients

Working with young couples can lead to long, fulfilling relationships

By: Fiona Collie
July 31, 2012 October 31, 2019
10:55

Three myths about retirement

Francis D’Andrade, managing director of Aurora, Ont.-based consultancy Financial Outcomes, talks about the three most common myths about retirement, and how advisors can inspire their…

By: Francis D’Andrade
July 23, 2012 October 31, 2019
06:00

Caskey: Three RESP scenarios

Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients.…

By: Cynthia Caskey
July 18, 2012 October 31, 2019
10:00

Education savings plans 101

Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, explains how advisors can help clients save for their children’s education.…

By: Cynthia Caskey
July 16, 2012 October 31, 2019
10:00

Beyond RESPs: alternative education saving strategies

Help clients save for a child’s education with these four tax-efficient options

By: Clare O’Hara
July 13, 2012 October 31, 2019
06:00

What clients need to know about RESPs

Educate clients to help them maximize grants and choose the right plan

By: Clare O’Hara
July 12, 2012 October 31, 2019
06:00

Grappling with the growing cost of education

As tuition climbs, advisors should urge clients to start planning early on

By: Clare O’Hara
July 11, 2012 October 31, 2019
06:10

Clients need to know you care

Mark Halpern, president and founder of illnessPROTECTION.com Inc. explains how to help clients plan financially for children with an illness or disability. He spoke with…

By: Mark Halpern
June 29, 2012 October 31, 2019
10:05

Help clients prepare for the unexpected

Every client has different priorities when it comes to saving

By: Fiona Collie
June 27, 2012 October 31, 2019
10:50

The stages of divorce

Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how to clear the setbacks that can occur with divorcing clients. Stewart lists the stages clients…

By: Karen Stewart
June 25, 2012 October 31, 2019
13:00

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