RRSP, TFSA or mortgage?
With interest rates low, does it still make sense to pay down debt? Or is contributing to an RRSP, or even a TFSA, a wiser…
- By: Jamie Golombek
- February 22, 2013 October 31, 2019
- 06:20
Latest news in Financial Planning
The expanding world of preferred shares: part 1
James Hymas, president of Hymas Investment Management and manager of Malachite Aggressive Preferred Fund, explains how preferred shares can be used in portfolio construction for…
- By: James Hymas
- February 21, 2013 October 31, 2019
- 12:30
A preferred source of income
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
- By: Jade Hemeon
- February 20, 2013 October 31, 2019
- 06:30
Options for income in a low interest rate world
Help clients build a portfolio that provides a blend of different types of income
- By: Jade Hemeon
- February 19, 2013 October 31, 2019
- 06:20
A retirement savings strategy for debt burdened students
Young people are worried about their ability to save for retirement
- By: Fiona Collie
- February 11, 2013 October 31, 2019
- 16:50
How demographics can shape financial planning habits
Understanding why a client of a certain generation is making a particular decision can be helpful to advisors
- By: Fiona Collie
- January 18, 2013 October 31, 2019
- 15:15
Help clients avoid their personal debt ceilings
Five tips to help clients eliminate debt
- By: IE Staff
- January 3, 2013 October 31, 2019
- 11:50
Advice for your snowbird clients
Make sure they keep track of their time outside the country
- By: Wendy Cuthbert
- January 2, 2013 October 31, 2019
- 12:10
12 days of tax tips
TFSAs, RESPs, RRSPs, RRIFs and more
- By: Fiona Collie
- December 17, 2012 October 31, 2019
- 16:00
Making sure you get client feedback
Discussions with clients should not be a one-way street: let them know their views are important to you
- By: Brent Jolly
- December 12, 2012 October 31, 2019
- 14:00
How to present a financial plan
Frame your presentation as a roadmap to success
- By: Brent Jolly
- December 11, 2012 October 31, 2019
- 11:50
Four steps to effective discovery meetings
There’s more to knowing your clients than checking off boxes
- By: Brent Jolly
- December 10, 2012 October 31, 2019
- 12:00
Working with a client’s collectibles
You don’t have to be an art expert; as monetary value is key
- By: Brent Jolly
- December 6, 2012 October 31, 2019
- 11:35
Five last-minute tax tips to share with clients
Clients must act before before December 31 to pay less in tax
- By: Fiona Collie
- November 28, 2012 October 31, 2019
- 08:15
Connect successfully with four generations
Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: traditional, Baby Boomers, Gen…
- By: Seth Mattison
- November 21, 2012 October 31, 2019
- 16:20
Preparing clients for the inevitable
A frank conversation about death can bring peace of mind
- By: Brent Jolly
- November 15, 2012 October 31, 2019
- 12:30
Dec. 31 more frightening than Halloween
Five tax strategies to keep Oct. 31 the scariest day of the year
- By: Fiona Collie
- October 31, 2012 October 31, 2019
- 06:30
Strategies and client profiles for successful leveraging
- By: Talbot Stevens
- October 29, 2012 October 31, 2019
- 17:30
The best ways to borrow for investing
Help clients navigate options such as home equity lines of credit, margin and no-margin loans
- By: Jade Hemeon
- October 24, 2012 October 31, 2019
- 10:30
Regulators zero in on leveraging strategies
Advisors urged to ask more questions to ensure suitability requirements are being met
- By: Jade Hemeon
- October 23, 2012 October 31, 2019
- 16:15
Dispelling the myths of borrowing to invest
In part one of this two-part series, Talbot Stevens, author of Dispelling the myths of borrowing to invest, discusses the pros and cons of this…
- By: Talbot Stevens
- October 23, 2012 October 31, 2019
- 06:50
Contemplating leverage
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
- By: Jade Hemeon
- October 22, 2012 October 31, 2019
- 14:20
Involve the family in estate planning
Educate both clients and their children about the process
- By: Fiona Collie
- August 30, 2012 October 31, 2019
- 11:15
Just married: advising newlywed clients
Working with young couples can lead to long, fulfilling relationships
- By: Fiona Collie
- July 31, 2012 October 31, 2019
- 10:55
Three myths about retirement
Francis D’Andrade, managing director of Aurora, Ont.-based consultancy Financial Outcomes, talks about the three most common myths about retirement, and how advisors can inspire their…
- By: Francis D’Andrade
- July 23, 2012 October 31, 2019
- 06:00