Helping “boomerang” kids with their finances
By helping the children, you also help the parents — your clients — ensure that their assets are protected over the long haul
- By: Brent Jolly
- July 10, 2013 October 31, 2019
- 08:45
Latest news in Financial Planning
Putting a stop to financial feuds
A recent survey from Investors Group shows that about a third of Canadian couples argue about money
- By: Fiona Collie
- July 9, 2013 October 31, 2019
- 15:30
Helping adult children – but not too much
Advisors can provide valuable counter-balance when boomerang children lean on aging parents
- By: Brent Jolly
- July 5, 2013 October 31, 2019
- 10:10
Beyond Registered Education Savings Plans
There are several ways to increase savings for education after RESP limits have been reached
- By: Brent Jolly
- July 3, 2013 October 31, 2019
- 11:30
Reaping the many benefits of RESPs
Many clients will appreciate your help navigating the challenges of saving for post-secondary education
- By: Brent Jolly
- July 2, 2013 October 31, 2019
- 11:45
Finances delay wedding bells: BMO
A new study finds that many couples are postponing their big day because of financial hurdles
- By: Fiona Collie
- June 24, 2013 October 31, 2019
- 15:30
Opportunity is the ‘new normal’
Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities…
- By: Margaret Franklin
- June 12, 2013 October 31, 2019
- 10:00
Protect business owners from too much debt
To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate
- By: Fiona Collie
- May 23, 2013 October 31, 2019
- 10:10
Dealing with debt in retirement
Help boomer clients ensure they have sufficient income to manage their debt in retirement
- By: Fiona Collie
- May 22, 2013 October 31, 2019
- 11:20
Five key steps to solve the challenge of 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…
- By: Laurie Campbell
- May 21, 2013 October 31, 2019
- 14:30
Starting the conversation on debt
If you notice red flags, help clients understand how debt could derail their financial plan
- By: Fiona Collie
- May 20, 2013 October 31, 2019
- 15:50
Here come the ‘parensioners’
Planning for clients who will be retired parents of dependent children
- By: Brent Jolly
- May 10, 2013 October 31, 2019
- 11:00
Casual Friday: How to curb “rock star” spending
Four ways to help clients live within their means
- By: Brent Jolly
- April 26, 2013 October 31, 2019
- 09:25
Demonstrate your value at tax time
As more clients go DIY, find ways to help them save
- By: Brent Jolly
- April 23, 2013 October 31, 2019
- 11:25
The family approach to taxes
Include spouses and children for maximum benefit
- By: Brent Jolly
- April 22, 2013 October 31, 2019
- 10:05
Teachable tax moments
Educating your clients on tax issues
- By: Brent Jolly
- April 19, 2013 October 31, 2019
- 10:25
Last-minute tax tips
Helping your clients save as the deadline approaches
- By: Brent Jolly
- April 18, 2013 October 31, 2019
- 11:10
Protecting family businesses and boomer clients
Tom Deans, author of "Every Family's Business," discusses the grim facts that only one third of family businesses will transition to the second generation and…
- By: Tom Deans
- April 17, 2013 October 31, 2019
- 08:51
Tax refunds: Splurge vs save?
TD shares tips to help Canadian get the most out of their tax returns
- By: The Canadian Press
- April 11, 2013 October 31, 2019
- 09:50
Tax planning advice for dual citizenship clients
Clients who hold U.S. citizenship may be unaware of certain tax consequences, says BMO tax expert.
- By: Fiona Collie
- April 9, 2013 October 31, 2019
- 13:45
Americans in Canada facing Obamacare surtax
Terry Ritchie, cross-border tax and estate planning expert, discusses how Americans living in Canada could be hit by a 3.8% surtax on passive income brought…
- By: Terry Ritchie
- March 26, 2013 October 31, 2019
- 14:50
Estate planning for snowbirds
Terry Ritchie, a registered financial planner and a cross-border tax and estate specialist, discusses U.S. estate planning issues for Canadians with property in the U.S.…
- By: Terry Ritchie
- March 12, 2013 October 31, 2019
- 17:30
How lifestyle planning for clients can boost your practice
Helping clients impose order on their cash flow is crucial when it comes to helping them achieve their life goals
- By: Brent Jolly
- March 7, 2013 October 31, 2019
- 12:35
How to help clients save? Make it routine
Show clients the benefit of making regular contributions to retirement savings
- By: Fiona Collie
- February 22, 2013 October 31, 2019
- 16:00
Strategies for managing preferred shares: part 2
James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, drills down to specifics of how to manage preferred shares. He…
- By: James Hymas
- February 22, 2013 October 31, 2019
- 12:30