With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…
There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…
Peter Merrick has been writing for as long as he has been a financial advisor. The author of four books and hundreds of articles runs…
Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…
After decades of helping clients plan for retirement, do you have a plan of your own?
The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice
Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing…
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services:…
Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…
Acquiring a book of business can result in an overwhelming increase in your workload. Here is a strategy to help you and your team manage…
Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…
A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all
When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?
McKenzie Esposito plays an important role in his family's financial advisory firm. As part of the firm's succession plan, he communicates well with the children…
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…
The emotional aspects of making the transition to retirement can be the most challenging of all. The cases of two advisors demonstrate the importance of…
Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…