
Cryptogiving.ca matches digital currency donors with charities
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
The increase in renewals comes as mortgage rates have been rising
Career Pathways aims to help financial services professionals just starting out or looking to advance in their careers
The choice between saving or reducing debt has become an increasingly important decision
Tax changes this year impact students, parents, caregivers and more
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
The proficiency course follows requirements set out by the MFDA
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 Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
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…
Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer
Begin discussing market downturns early in the relationship and revisit the topic frequently
Seek advice and try to settle the issue in person
One-third are still not aware of the tax penalties associated with over-contribution
From credit card debt to a mortgage, retirees struggle with expenses
A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs
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…
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
Study estimates 41% of Canadian companies had sensitive data exposed last year
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
Jim Ruta explains four ways insurance advisors can build a sense of urgency into their businesses to boost focus and efficiency
Jim Ruta explains that prejudging prospects and clients can hold back your business — and offers tips on how advisors can boost results
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything