Asking the right questions with clients
Including clients in a solution will strengthen relationships
- By: Daniel Calabretta
- October 4, 2022 October 4, 2022
- 11:47
Including clients in a solution will strengthen relationships
Advisors must navigate a series of complicated excise tax rules to ensure they are charging clients correctly
Energy prices up 40.8%
Spending on track to slow in Q3
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
The target is a step toward net-zero emissions by 2050
The fintech has partnered with Equisoft to accelerate collection of client data
The measure aims to combat illicit finance
The revenue will finance initiatives to help people with lower incomes, the government said
BoE to buy long-dated British government bonds
Deloitte predicts 6% unemployment, technical recession
The financing will be put toward expansion, the firm said
The exchange will shut down TSX NAVEx at the end of this year
Scotia board member and Finning CEO Scott Thomson will take over next year
FATCA requires banks and other institutions to report information about accounts held by U.S. individuals
Gas sales dropped 14.2%
Clients have until Sept. 30 to lock in the 2% family loan rate
The Parliamentary Budget Officer updated its revenue projections for the Canada Recovery Dividend and the surtax on banks and insurers
New 3% to 3.25% range is highest since 2008
Services include carbon offset advice
New homes increasingly likely to be rented
Stimulus contributed to demand surge: Beaudry
Banks are building trust by becoming general resources for clients
Textiles down 13.2%, machinery up 1.6%
Despite the drop, the statistics still represent historic highs, according to economist