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Key tax considerations for clients with disabilities

Advisors should ensure clients are taking advantage of the DTC and other tax benefits

Staying in control with RDSPs

RDSPs can allow disabled individuals to have some authority over their finances

Embracing trusts

A trust can assure clients that their disabled child will be looked after when they’re gone

  • By: IE Staff
  • June 20, 2012 October 31, 2019
  • 06:30

Broaching the delicate topic of disability planning

Be tactful to build trust when talking to clients about a child’s disability

Advisor resources for helping divorcing clients

Advisor resources for helping divorcing clients

Karen Stewart, CEO and founder, Fairway Divorce Solutions, shares tips on resources for legal and support services for divorcing clients. She recommends advisors take the…

Navigating your clients through a divorce

Navigating your clients through a divorce

Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how advisors can navigate the emotional, relational and financial aspects of a divorce so that net…

What women want from investing

What women want from investing

Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs…

Client debt: the “elephant in the room”

Discussing debt when clients would rather not talk about it

A caregiving plan for sandwich generation clients

A caregiving plan for sandwich generation clients

Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope…

Lesser known tax credits can help clients save this tax season

Credits and deductions for students, tradespeople and families

  • By: IE Staff
  • April 20, 2012 October 31, 2019
  • 10:00

Preparing clients for boomerang kids

Help sandwich generation clients deal with the financial drain of supporting adult children

  • By: Olivia Li
  • April 18, 2012 October 31, 2019
  • 12:20

Helping clients plan for eldercare

Address both financial and emotional issues when talking to clients about caring for their parents

  • By: Olivia Li
  • April 17, 2012 October 31, 2019
  • 15:00

Sandwich generation facing conflicting priorities

Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents

  • By: Olivia Li
  • April 16, 2012 October 31, 2019
  • 15:35

Dos and don’ts of succession planning

Help clients get the ball rolling early; don’t focus too much on the numbers

How to minimize taxes on capital gains

More than three-quarters of Canadians don’t take tax implications into consideration with every investment decision

  • By: IE Staff
  • March 26, 2012 October 31, 2019
  • 08:30

Soften the blow of a client’s illness

Having money available will allow the client to focus on recovering

Dealing with a client’s sudden illness

Follow these tips to keep clients from worrying about the bills

Assisting with sudden wealth

Advisors can play a key role when a client receives an unexpected windfall

Help your clients avoid online fraud

The Financial Consumer Agency of Canada offers these tips

Six year-end tax-saving strategies

A BMO Nesbitt Burns survey finds most Canadians fail to consider tax implications when investing

  • By: IE Staff
  • December 13, 2011 October 31, 2019
  • 10:20

Five year-end tax planning strategies

CIBC’s Jamie Golombek offers expert tips and strategies to help Canadians reduce the taxes

  • By: IE Staff
  • December 7, 2011 October 31, 2019
  • 15:30

Five year-end tax tips for small business owners

Consider some straightforward tips and strategies to help minimize the amount of 2011 income tax payable

  • By: IE Staff
  • November 29, 2011 October 31, 2019
  • 10:15

When seniors divorce

Breaking up is harder for retired clients

A divorce checklist

Being a voice of calm advice can solidify relationships

Canadians hoping to retire debt free at age 63: survey

However as Canadians near retirement, their optimism in reaching their savings goals for retirement drops

  • By: IE Staff
  • October 6, 2011 October 31, 2019
  • 18:18