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Prepare for the worst

You are required to have a plan in place should your business be disrupted by a natural or unnatural disaster, such as a storm, fire…

Offer “frequent flier” service

Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their…

Tech Tips: Presentations with pizzazz

With the wide variety of software tools available, you can stick with the tried-and-true PowerPoint and Keynote applications, or go with one of the less…

A practice as matrimonial asset

The valuation of a financial advisor's book of business for a divorce settlement must be based on a proven methodology that brings appropriate perspective and…

Higher learning

Here are some steps you can take to raise the level of financial literacy among your clients

Stocks for an aging population

Look for investment opportunities in a broad range of sectors that focus on older consumers

No fear: Keeping retired clients calm

Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently

  • By: Jade Hemeon
  • November 14, 2017 November 9, 2019
  • 00:51

Helping the kids inherit

Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…

ETFs: The value of starting early

Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…

  • By: Jade Hemeon
  • November 14, 2017 November 9, 2019
  • 00:50

Help older clients control debt

A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

For better or for worse

Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have…

Should your clients sell the house?

Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or…

New risks for fixed-income

With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge

Women face different headwinds

Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to…

  • By: Leah Golob
  • November 14, 2017 November 9, 2019
  • 00:50

How to help “Silver Surfers”

Technology can help older clients manage both long-term assets and daily finances

CPP: Answering your questions

Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…

Tech Tips: Appearance is everything

There are many features to consider when selecting a monitor for your computer. Understanding characteristics such as panel type, screen size and resolution can help…

Taking responsibility

Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…

  • By: Leah Golob
  • October 27, 2017 November 9, 2019
  • 00:50

Ease into a fitness program

Here’s one thing all financial advisors know: exercise is good for both the mind and the body. Unfortunately, many advisors don’t act on that knowledge.…

The rules of success have changed

The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is…

Joint pain

Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire

Gearing up for yearend

There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…

Improvements looming at CRA

After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…

CRA may tighten key program

Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…

Tax changes could affect insurance

The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning…