Home Building Your Business Financial Planning

Latest news in Financial Planning

Why you should discuss long-term care costs with clients

Why you should discuss long-term care costs with clients

Most Canadians think government programs will cover LTC

Advice needed on retirement income strategies, report finds

Involve women in financial decisions

When dealing with couples, make sure both partners are equal participants

Advice needed on retirement income strategies, report finds

Wealth-transfer speed bumps

Navigating the variables that could affect clients’ inheritances

How much do clients really need to save?

How much do clients really need to save?

In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much…

Five ways millennials are different and how to engage them

Five ways millennials are different and how to engage them

in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He…

Exploring your clients’ relationship with money

The better you know your clients, the more prepared you’ll be for unplanned decisions

Four reasons clients don’t save for retirement and how to help

Four reasons clients don’t save for retirement and how to help

In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients…

Realities of Retirement: Four tips for clients

Realities of Retirement: Four tips for clients

Tax-Free Savings Accounts (TFSAs)

Five important facts about TFSAs to share with your clients

TFSAs are among the most useful investment and tax-planning tools

Discussing money issues with client couples

Helping spouses stay on the same financial page

Five retirement myths you should dispel

Some conventionally held beliefs can harm your clients

Use life planning to build deeper relationships

The discovery process never ends as changes occur in clients’ lives

Help your clients avoid these retirement mistakes

Debt, taxes and potential long-term care expenses must be managed

Top five retirement-planning mistakes

Help your clients avoid these common pitfalls

CFP Symposium: Protecting older clients from financial abuse

CFP Symposium: Protecting older clients from financial abuse

John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…

CFP Symposium: Help emotional clients keep their cool

CFP Symposium: Help emotional clients keep their cool

Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…

Rethinking Retirement: A growing need for equities

Rethinking Retirement: A growing need for equities

Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…

Help clients stick to a budget

Encouraging clients to live within their means can help them develop healthy financial habits

  • By: Leah Golob
  • November 10, 2015 November 10, 2015
  • 12:00

Preparing clients for a “grey” divorce

When older clients decide to untie the knot, you can provide impartial, money-saving advice

  • By: Leah Golob
  • October 27, 2015 October 27, 2015
  • 09:40
What Liberal tax promises may mean for your clients — and when

What Liberal tax promises may mean for your clients — and when

Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For…

When dependent children are a drain on parents’ finances

Many clients’ savings and retirement plans are hampered by their adult kids

  • By: Leah Golob
  • October 23, 2015 October 23, 2015
  • 10:30
Why tax-loss selling is different in 2015

Why tax-loss selling is different in 2015

Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015.

TFSA will outperform corporate investments for most business owners in 2015

TFSA will outperform corporate investments for most business owners in 2015

Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services, explains that for most incorporated business owners in 2015, investing in a TFSA…

Senior clients: Early warning signs of cognitive impairment

Senior clients: Early warning signs of cognitive impairment

Daniel Marson, director, division of neuropsychology, University of Alabama at Birmingham, explains two early forms of diminished financial capacity in older adults that advisors must…

Three tips for helping clients plan for early retirement

Many clients nearing retirement have no plan to meet unexpected circumstances

  • By: Leah Golob
  • August 31, 2015 August 31, 2015
  • 11:05