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CFIB finds Service Canada call centres lacking

A study gave the service small business owners receive a B-

  • By: IE Staff
  • January 8, 2019 January 8, 2019
  • 12:16
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CRA updates child-related tax folios

Revised folios provide tax guidance for clients who are parents, students or parents of students

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Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

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FPSC unveils new FP Canada details, introduces QAFP designation

Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 December 31, 2018
  • 12:56
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Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

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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

Piggybank With Eyeglasses And Calculator On Wooden Table, TFSA, RRSP

TFSA annual contribution limit rises to $6,000

The cumulative TFSA contribution limit in 2019 will be $63,500

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Focus on making philanthropy personal

With a focused approach to giving, clients can measure their impact and feel connected to their causes

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Wealthy millennials will reshape philanthropic giving

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

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Advocis puts new spin on financial literacy

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

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November is Financial Literacy Month

IFSE launches Tip of the Day awareness campaign

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CRA increases maximum pensionable earnings for the CPP

The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…

  • By: IE Staff
  • November 1, 2018 December 31, 2018
  • 10:00

How to talk to clients about RI

Five steps to encourage the conversation

Slideshow: Do you know what clients really think? Take our quiz

The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society

  • By: IE Staff
  • March 26, 2018 December 25, 2018
  • 06:00

Two steps to create “revelation questions”

Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer

  • By: Jim Ruta
  • September 6, 2017 December 24, 2018
  • 10:25

Parental guidance

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

Effective tax rate rises for Canada’s top 1%

Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016

$250,000 salary would make Canadians feel “financially comfortable”

Income expectations vary by age

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…

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

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…

Why banning life insurance sales incentives won’t help consumers

Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage

  • By: Jim Ruta
  • September 13, 2017 December 24, 2018
  • 14:30

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living

Casual Friday: Should you become a minimalist?

Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything