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Identifying clients who are inclined to give

Recognize the life events that can trigger a client’s desire to make a charitable donation

A checklist for U.S.-bound snowbird clients

Ensure they pack a “border kit” and note provincial health-care limitations

Changes pending for snowbirds

Clients who winter in the U.S. may soon be able to stay longer

Help clients control holiday spending

Most Canadians think they spend too much

FPSC Symposium: Is my client cognitively impaired?

FPSC Symposium: Is my client cognitively impaired?

Dr. Karen Van Zino pinpoints the warning signs that normal age-appropriate memory loss may be advancing to the stage of a cognitive impairment. She gives…

Young clients and estate planning

Broaching a difficult but important topic

Inheritances: the black hole of wealth management

Get to know your clients’ beneficiaries through educational family meetings on estate planning

Protecting elderly clients from fraud

Watch for red flags, such as clients unexpectedly asking for a quick withdrawal of funds

Signs an elderly client may be a victim of fraud

Signs an elderly client may be a victim of fraud

Matthew McGuire, national anti-money laundering practice leader with MNP LLP in Toronto, discusses the signs that an elderly client may be a victim of fraud.…

Keeping clients’ plans on track in retirement

Continue with regular meetings, and ensure clients remain engaged with their investments after they retire

Customize your service to meet older clients’ needs

Certain soft skills can come in handy when working with clients whose health is in decline

Wedding bells: your client is getting married

Look out for your client’s interests and broach sensitive topics

Financial plans: Keeping clients on track

Revisit goals and use visual aids

Motivating clients to develop a plan

Start by eliminating the fear of sharing information with you

Helping the late savers

Examine cash flow and encourage RRSP contributions

  • By: Brent Jolly
  • September 3, 2013 October 31, 2019
  • 10:40

Helping clients manage cash windfalls

There are many stories of squandered opportunities

  • By: Brent Jolly
  • August 22, 2013 October 31, 2019
  • 11:10

Having the ‘risk’ conversation

Show clients how risk can influence their financial future

Helping “boomerang” kids with their finances

By helping the children, you also help the parents — your clients — ensure that their assets are protected over the long haul

Putting a stop to financial feuds

A recent survey from Investors Group shows that about a third of Canadian couples argue about money

Helping adult children – but not too much

Advisors can provide valuable counter-balance when boomerang children lean on aging parents

Beyond Registered Education Savings Plans

There are several ways to increase savings for education after RESP limits have been reached

Reaping the many benefits of RESPs

Many clients will appreciate your help navigating the challenges of saving for post-secondary education

Finances delay wedding bells: BMO

A new study finds that many couples are postponing their big day because of financial hurdles

Opportunity is the ‘new normal’

Opportunity is the ‘new normal’

Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities…

Protect business owners from too much debt

To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate