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Retirement written on egg in hands, nest egg, savings

Solo Canadians fear running out of retirement savings

These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs

Capacity is crucial for will preparation

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

Ring in the new year with 10 tax tips

Questions to discuss with clients this December

  • By: IE Staff
  • December 18, 2017 January 21, 2018
  • 17:15

CRA provides advice on resolving tax-related issues

Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection

  • By: Leah Golob
  • December 8, 2017 January 21, 2018
  • 14:25
Two key HNW wealth preservation strategies

Two key HNW wealth preservation strategies

Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients

  • By: Greg Newman
  • December 7, 2017 January 18, 2018
  • 07:30
Don’t lose sight of the plan

Don’t lose sight of the plan

Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth

  • By: Greg Newman
  • November 30, 2017 January 18, 2018
  • 08:00

Now is the time for clients to consider tax loss selling to offset gains

It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else

  • By: Craig Wong
  • November 23, 2017 January 17, 2018
  • 11:00
Future of U.S. estate tax in doubt

Future of U.S. estate tax in doubt

Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians

Deciphering divorce clues

Deciphering divorce clues

Eva Sachs discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information

  • By: Eva Sachs
  • November 16, 2017 January 18, 2018
  • 17:00
Constructive divorce planning options for clients

Constructive divorce planning options for clients

Eva Sachs outlines options that advisors can share with clients navigating separation or divorce

  • By: Eva Sachs
  • November 8, 2017 January 18, 2018
  • 16:00
Key yearend tax planning tips

Key yearend tax planning tips

Jamie Golombek helps advisors get ready for yearend tax planning

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners

An alternative approach to minimizing risk

Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios

  • By: Jade Hemeon
  • September 26, 2017 January 15, 2018
  • 17:20

Smoothing out returns in volatile times

With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios

  • By: Jade Hemeon
  • September 25, 2017 December 14, 2017
  • 17:00

Five tips for organizing a family meeting

Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer

  • By: Leah Golob
  • August 25, 2017 December 14, 2017
  • 11:30

How mature students can fund post-secondary education

Students can take advantage of tuition tax credits to reduce their tax burden

Contributing to post-secondary tuition builds confidence: poll

Contributing to post-secondary tuition builds confidence: poll

College or university students who pay at least 75% of their schooling costs feel more confident in financial decision-making and budgeting

  • By: Leah Golob
  • August 16, 2017 December 14, 2017
  • 12:50

Having a direct beneficiary could cause problems for wealthy clients

Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences

Bridging the financial planning gap

Most advisors offer financial planning, but only about half of clients have a plan

Three key estate-planning questions

Discussing these issues can save your clients trouble in the long run

Helping millennials start saving

Helping millennials start saving

Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed

Risks faced by retired clients

Risks faced by retired clients

Longevity and unexpected health-care costs could derail many clients’ plans

Risks faced by retired clients

Helping clients understand the “good” side of risk

Without some risk, adequate returns over the long term are unlikely