Four ways to get the attention of young clients
Millennials should learn the power of starting a savings plan early
- By: Tessie Sanci
- January 30, 2014 October 31, 2019
- 12:15
Latest news in Financial Planning
Courting the next generation
It pays to build relationships with your clients’ children
- By: Tessie Sanci
- January 29, 2014 October 31, 2019
- 12:50
Is your client cognitively impaired?
Arthur Fish, partner, Borden Ladner Gervais LLP in Toronto and manager of the Toronto Regional Wealth Management Practice, discusses the slippery slope of managing clients…
- By: Arthur Fish
- January 9, 2014 October 31, 2019
- 18:00
Help your clients avoid these retirement mistakes
Some may not fully understand the importance of planning
- By: Dwarka Lakhan
- December 23, 2013 October 31, 2019
- 12:00
12 tax tips to share with clients
Now is a good time for clients to review their situation with a qualified legal or tax advisor
- By: IE Staff
- December 17, 2013 October 31, 2019
- 13:15
Understanding charitable giving structures
Foundations and donor-advised funds can offer advantages over direct charitable donations
- By: Rudy Mezzetta
- December 12, 2013 October 31, 2019
- 15:50
Triggers and strategies for philanthropic giving
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your…
- By: Malcolm Burrows
- December 12, 2013 October 31, 2019
- 09:35
Identifying the right charitable strategies for your clients
Understand your clients’ goals and consider the tax implications when discussing charitable giving
- By: Rudy Mezzetta
- December 11, 2013 October 31, 2019
- 16:50
Identifying clients who are inclined to give
Recognize the life events that can trigger a client’s desire to make a charitable donation
- By: Rudy Mezzetta
- December 10, 2013 October 31, 2019
- 07:00
A checklist for U.S.-bound snowbird clients
Ensure they pack a “border kit” and note provincial health-care limitations
- By: Tessie Sanci
- December 9, 2013 October 31, 2019
- 10:30
Changes pending for snowbirds
Clients who winter in the U.S. may soon be able to stay longer
- By: Tessie Sanci
- December 6, 2013 October 31, 2019
- 12:15
Help clients control holiday spending
Most Canadians think they spend too much
- By: Tessie Sanci
- December 5, 2013 October 31, 2019
- 11:45
FPSC Symposium: Is my client cognitively impaired?
Dr. Karen Van Zino pinpoints the warning signs that normal age-appropriate memory loss may be advancing to the stage of a cognitive impairment. She gives…
- By: Karen Van Zino
- November 25, 2013 October 31, 2019
- 11:35
Young clients and estate planning
Broaching a difficult but important topic
- By: Tessie Sanci
- November 5, 2013 October 31, 2019
- 11:10
Inheritances: the black hole of wealth management
Get to know your clients’ beneficiaries through educational family meetings on estate planning
- By: Fiona Collie
- October 31, 2013 October 31, 2019
- 08:45
Protecting elderly clients from fraud
Watch for red flags, such as clients unexpectedly asking for a quick withdrawal of funds
- By: Fiona Collie
- October 25, 2013 October 31, 2019
- 05:00
Signs an elderly client may be a victim of fraud
Matthew McGuire, national anti-money laundering practice leader with MNP LLP in Toronto, discusses the signs that an elderly client may be a victim of fraud.…
- By: Matt McGuire
- October 24, 2013 October 31, 2019
- 05:00
Keeping clients’ plans on track in retirement
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
- By: Fiona Collie
- October 23, 2013 October 31, 2019
- 05:00
Customize your service to meet older clients’ needs
Certain soft skills can come in handy when working with clients whose health is in decline
- By: Fiona Collie
- October 22, 2013 October 31, 2019
- 05:00
Wedding bells: your client is getting married
Look out for your client’s interests and broach sensitive topics
- By: Tessie Sanci
- October 8, 2013 October 31, 2019
- 10:50
Financial plans: Keeping clients on track
Revisit goals and use visual aids
- By: Tessie Sanci
- September 18, 2013 October 31, 2019
- 10:15
Motivating clients to develop a plan
Start by eliminating the fear of sharing information with you
- By: Tessie Sanci
- September 17, 2013 October 31, 2019
- 11:05
Helping the late savers
Examine cash flow and encourage RRSP contributions
- By: Brent Jolly
- September 3, 2013 October 31, 2019
- 10:40
Helping clients manage cash windfalls
There are many stories of squandered opportunities
- By: Brent Jolly
- August 22, 2013 October 31, 2019
- 11:10
Having the ‘risk’ conversation
Show clients how risk can influence their financial future
- By: Brent Jolly
- July 23, 2013 October 31, 2019
- 11:10