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…
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…
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…
Preferred shares boast healthy dividends and tax advantages, but advisors should be aware of the downsides, too
Help clients build a portfolio that provides a blend of different types of income
Young people are worried about their ability to save for retirement
Understanding why a client of a certain generation is making a particular decision can be helpful to advisors
Five tips to help clients eliminate debt
Make sure they keep track of their time outside the country
TFSAs, RESPs, RRSPs, RRIFs and more
Discussions with clients should not be a one-way street: let them know their views are important to you
Frame your presentation as a roadmap to success
There’s more to knowing your clients than checking off boxes
You don’t have to be an art expert; as monetary value is key
Clients must act before before December 31 to pay less in tax
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…
A frank conversation about death can bring peace of mind
Five tax strategies to keep Oct. 31 the scariest day of the year
Help clients navigate options such as home equity lines of credit, margin and no-margin loans
Advisors urged to ask more questions to ensure suitability requirements are being met
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…
Advisors must consider financial and behavioral factors when assessing the suitability of leverage
Educate both clients and their children about the process
Working with young couples can lead to long, fulfilling relationships