A team approach to serving HNW clients
Wynn Harvey, partner in The Moffat Harvey Group with Macquarie Private Wealth in Toronto, discusses how to help HNW clients protect, preserve and managed their wealth so they can move it along to the next generation. She works with specialized accountants and lawyers to help achieve the goals of her clients. Harvey spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.
Tax penalties and how to apply for relief
From TFSA over-contributions to repeated late-filing, Adrienne Woodyard, partner, DLA Piper (Canada)...
Staying clear of tax mistakes and penalties
Adrienne Woodyard, partner, DLA Piper (Canada) LLP, discusses how to avoid the most common tax filin...
Don’t let tax documentation go wrong
From documents to deadlines, from fires to floods, Adrienne Woodyard, partner, DLA Piper (Canada) LL...
CRA audits: Risks, pitfalls and tips
In part one of a four-part series, “Advisors and the CRA: Managing mistakes, audits and penalties," ...
Advisors, put your smartphones away
Dan Richards, CEO, Client Insights, shares research on how financial advisors can boost productivity...
Taking a mobile first mindset
Dan Richards, CEO, Client Insights, discusses how more consumers are using smartphones as their prim...
Why we’re all in the data management business
Dan Richards, CEO, Client Insights, explains how data management can help you improve your online co...
Making “test and try” your mantra
Dan Richards, CEO, Client Insights, explains how a "test and try" mindset can accelerate new initiat...
How to be seamlessly indispensable
Dan Richards, CEO, Client Insights, explains the process of identifying your clients’ pain points an...