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…
Cynthia Caskey, vice president, portfolio manager & sales manager, TD Waterhouse Private Investment Advice, outlines three different RESP scenarios that advisors can discuss with clients.…
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.…
Help clients save for a child’s education with these four tax-efficient options
Educate clients to help them maximize grants and choose the right plan
As tuition climbs, advisors should urge clients to start planning early on
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…
Every client has different priorities when it comes to saving
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…
Advisors should ensure clients are taking advantage of the DTC and other tax benefits
RDSPs can allow disabled individuals to have some authority over their finances
A trust can assure clients that their disabled child will be looked after when they’re gone
Be tactful to build trust when talking to clients about a child’s disability
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…
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…
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…
Discussing debt when clients would rather not talk about it
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…
Credits and deductions for students, tradespeople and families
Help sandwich generation clients deal with the financial drain of supporting adult children
Address both financial and emotional issues when talking to clients about caring for their parents
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
Help clients get the ball rolling early; don’t focus too much on the numbers
More than three-quarters of Canadians don’t take tax implications into consideration with every investment decision
Having money available will allow the client to focus on recovering