Ease credit score confusion
Help clients build and maintain a good credit rating
- By: Tessie Sanci
- February 27, 2015 October 31, 2019
- 11:45
Latest news in Financial Planning
Three steps to a philanthropic plan
Helping your clients make the right choices can deepen relationships
- By: Tessie Sanci
- February 9, 2015 October 31, 2019
- 10:50
A family approach to philanthropy
Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
- By: Rudy Mezzetta
- December 11, 2014 October 31, 2019
- 15:55
Navigating new rules on estate donations
Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
- By: Rudy Mezzetta
- December 10, 2014 October 31, 2019
- 16:25
Giving securities for tax savings
When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
- By: Rudy Mezzetta
- December 9, 2014 October 31, 2019
- 15:35
The changing face of retirement
Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and…
- By: Peter Drake
- November 7, 2014 October 31, 2019
- 09:25
Web exclusive: Generating income for clients with bond ETFs
There are a plethora of fixed-income ETFs, ranging from index trackers to more specialized products, that offer benefits such as liquidity and low management fees…
- By: Andrew Allentuck
- November 7, 2014 October 31, 2019
- 00:00
Web exclusive: Rethinking the 4% rule
The assumption that a retired client should withdraw 4% from his or her portfolio annually is losing credibility among advisors and economists
- By: David Israelson
- November 7, 2014 October 31, 2019
- 00:00
U.S. expatriation and your dual citizen clients
U.S. expatriation is on the rise, but remains a complex and difficult process. Terry Ritchie, director of cross-border wealth services with Cardinal Point Wealth Management…
- By: Terry Ritchie
- October 30, 2014 October 31, 2019
- 09:15
Help clients choose an executor
Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially…
- By: Fiona Collie
- October 23, 2014 October 31, 2019
- 13:20
Key estate planning issues for blended families
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for…
- By: Tom Junkin
- October 23, 2014 October 31, 2019
- 09:00
Navigating delicate family dynamics
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse —…
- By: Fiona Collie
- October 22, 2014 October 31, 2019
- 12:55
A fresh plan for a fresh start
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
- By: Fiona Collie
- October 21, 2014 October 31, 2019
- 11:30
U.S., Canada now tracking snowbirds more closely
Terry Ritchie, director of Cross-Border Wealth Services with Cardinal Point Wealth Management, explains why it's important for snowbirds to keep count of their days in…
- By: Terry Ritchie
- October 20, 2014 October 31, 2019
- 18:20
Three issues you must discuss with common-law couples
Asking questions now could prevent big problems down the road
- By: Tessie Sanci
- September 25, 2014 October 31, 2019
- 09:30
Four steps to helping ‘spender’ clients
Key is understanding — not judging — spending patterns to help with retirement savings
- By: Tessie Sanci
- September 3, 2014 October 31, 2019
- 10:30
Four steps to an accurate risk profile
Clients may not realize they are risk-averse until markets become volatile
- By: Dwarka Lakhan
- July 10, 2014 October 31, 2019
- 10:15
CIFPs 2014: Discussing estate planning risks with clients
Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
- By: Christy Sandles
- June 13, 2014 October 31, 2019
- 08:30
Eight essential questions for clients
Beverly Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She…
- By: Bev Evans
- May 14, 2014 October 31, 2019
- 05:00
Help clients manage kids’ expenses
Athletic and artisitic activities can cost thousands per year
- By: Tessie Sanci
- April 23, 2014 October 31, 2019
- 11:00
Use income-splitting for tax savings now
In part three of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce’s wealth advisory services…
- By: Jamie Golombek
- February 26, 2014 October 31, 2019
- 12:35
Suddenly single — and grey
Three issues to consider when older clients get divorced
- By: Tessie Sanci
- February 20, 2014 October 31, 2019
- 14:30
Four questions that will help get your clients on track
Asking about real-life events can strike a chord
- By: Tessie Sanci
- February 13, 2014 October 31, 2019
- 10:45
Encourage tax-gain donating throughout the year
In part two of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how to help clients by…
- By: Jamie Golombek
- February 5, 2014 October 31, 2019
- 07:30
Help your clients avoid tax refunds
In part one of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how avoiding tax refunds can…
- By: Jamie Golombek
- January 31, 2014 October 31, 2019
- 09:30