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
Latest news in Financial Planning
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
Caskey: Three RESP scenarios
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients.…
- By: Cynthia Caskey
- July 18, 2012 October 31, 2019
- 10:00
Education savings plans 101
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, explains how advisors can help clients save for their children’s education.…
- By: Cynthia Caskey
- July 16, 2012 October 31, 2019
- 10:00
Beyond RESPs: alternative education saving strategies
Help clients save for a child’s education with these four tax-efficient options
- By: Clare O’Hara
- July 13, 2012 October 31, 2019
- 06:00
What clients need to know about RESPs
Educate clients to help them maximize grants and choose the right plan
- By: Clare O’Hara
- July 12, 2012 October 31, 2019
- 06:00
Grappling with the growing cost of education
As tuition climbs, advisors should urge clients to start planning early on
- By: Clare O’Hara
- July 11, 2012 October 31, 2019
- 06:10
Clients need to know you care
Mark Halpern, president and founder of illnessPROTECTION.com Inc. explains how to help clients plan financially for children with an illness or disability. He spoke with…
- By: Mark Halpern
- June 29, 2012 October 31, 2019
- 10:05
Help clients prepare for the unexpected
Every client has different priorities when it comes to saving
- By: Fiona Collie
- June 27, 2012 October 31, 2019
- 10:50
The stages of divorce
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how to clear the setbacks that can occur with divorcing clients. Stewart lists the stages clients…
- By: Karen Stewart
- June 25, 2012 October 31, 2019
- 13:00
Key tax considerations for clients with disabilities
Advisors should ensure clients are taking advantage of the DTC and other tax benefits
- By: Fiona Collie
- June 21, 2012 October 31, 2019
- 16:20
Staying in control with RDSPs
RDSPs can allow disabled individuals to have some authority over their finances
- By: Fiona Collie
- June 21, 2012 October 31, 2019
- 06:30
Embracing trusts
A trust can assure clients that their disabled child will be looked after when they’re gone
- By: IE Staff
- June 20, 2012 October 31, 2019
- 06:30
Broaching the delicate topic of disability planning
Be tactful to build trust when talking to clients about a child’s disability
- By: Fiona Collie
- June 19, 2012 October 31, 2019
- 07:15
Advisor resources for helping divorcing clients
Karen Stewart, CEO and founder, Fairway Divorce Solutions, shares tips on resources for legal and support services for divorcing clients. She recommends advisors take the…
- By: Karen Stewart
- June 18, 2012 October 31, 2019
- 14:30
Navigating your clients through a divorce
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how advisors can navigate the emotional, relational and financial aspects of a divorce so that net…
- By: Karen Stewart
- June 12, 2012 October 31, 2019
- 13:00
What women want from investing
Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs…
- By: Phil Ackers
- June 11, 2012 October 31, 2019
- 13:01
Client debt: the “elephant in the room”
Discussing debt when clients would rather not talk about it
- By: Fiona Collie
- May 1, 2012 October 31, 2019
- 11:00
A caregiving plan for sandwich generation clients
Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope…
- By: Jason Round
- April 27, 2012 October 31, 2019
- 13:30
Lesser known tax credits can help clients save this tax season
Credits and deductions for students, tradespeople and families
- By: IE Staff
- April 20, 2012 October 31, 2019
- 10:00
Preparing clients for boomerang kids
Help sandwich generation clients deal with the financial drain of supporting adult children
- By: Olivia Li
- April 18, 2012 October 31, 2019
- 12:20
Helping clients plan for eldercare
Address both financial and emotional issues when talking to clients about caring for their parents
- By: Olivia Li
- April 17, 2012 October 31, 2019
- 15:00
Sandwich generation facing conflicting priorities
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
- By: Olivia Li
- April 16, 2012 October 31, 2019
- 15:35
Dos and don’ts of succession planning
Help clients get the ball rolling early; don’t focus too much on the numbers
- By: Megan Harman
- April 10, 2012 October 31, 2019
- 07:00
How to minimize taxes on capital gains
More than three-quarters of Canadians don’t take tax implications into consideration with every investment decision
- By: IE Staff
- March 26, 2012 October 31, 2019
- 08:30