IE - Investment Executive

To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate

Help boomer clients ensure they have sufficient income to manage their debt in retirement

A web-exclusive series on helping clients manage debt

Laurie Campbell, CEO of Credit Canada Debt Solutions, discusses proven plans for advisors to ensure clients burdened by debt will overcome this challenge. Campbell itemizes five key steps to help clients to stay on track. She spoke to Fiona Collie, web reporter with Investment Executive at the TMX Broadcast Centre in Toronto.

If you notice red flags, help clients understand how debt could derail their financial plan

Planning for clients who will be retired parents of dependent children

Four ways to help clients live within their means

As more clients go DIY, find ways to help them save

A four-part series on the ways advisors can make a difference for their clients during tax season

Include spouses and children for maximum benefit