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The value of mentorship

Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a…

Protecting your business

New book highlights the core issue that threatens client/advisor relationships

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Destination retirement

Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their…

Fulfilling the bucket list

Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has…

Who doesn’t need an RRSP?

For some clients - such as young people just beginning their careers and some business owners - other options may be preferable

Health Insurance Assurnace computer laptop

Plan early for health-care expenses

The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s

Put house values into perspective

As real estate prices rise, clients should not be counting on these assets to fund their retirement

Business owners need special advice

Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans

Enhanced CPP to have big impact

In the short term, self-employed and business-owner clients probably will feel the negative effects of the CPP's expansion. In the longer term, the changes will result…

A reliable source of income

Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment…

Clients need up-to-date wills

There are various matters to consider - including updating beneficiary and executor designations - when discussing wills with your clients to ensure a smooth transfer…

  • By: Leah Golob
  • November 9, 2018 November 6, 2019
  • 00:10

Tech Tips: Technology made simpler

Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly

Parental guidance

Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead

A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Sara Zollo, Investment Executive November 2018, page 18

Taking centre stage with clients

Sara Zollo, who began her career as a financial advisor at age 22, says she has learned a great deal from her clients about anticipating…

  • By: Leah Golob
  • October 26, 2018 November 6, 2019
  • 00:04

Little leeway for feds in next budget

Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Income splitting in the age of TOSI

Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…

Changes coming for RDSPs?

Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders

Coming clean on foreign property

The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties

Changes to VDP raise questions

The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…

Running a business through a TFSA?

The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…

New trust rules coming

Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…