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Parental guidance

Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead

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A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

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Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Canadian money in the black wallet

Effective tax rate rises for Canada’s top 1%

Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016

Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

$250,000 salary would make Canadians feel “financially comfortable”

Income expectations vary by age

mature couple at home meeting with financial advisor

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

boomer couple signing contract with financial planner

Financial planning aids asset retention: report

U.S. advisors are increasingly using financial planning to build trust with clients

moving wealth with a group of trees shaped as pie chart financial graphs

Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

keyboard with hot key for estate planning

Why it’s important to involve the children of HNWIs in estate planning

Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition

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Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

usinessman putting a card with text don’t resist change embrace it in the pocket

Four ways to effect change

Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…

Close-up Of Two Businessman Analyzing Graph On Digital Tablet

Tech Tips: Can you ditch your laptop?

Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…

hands working on digital device network graphic overlay of GIVE

Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

  • By: IE Staff
  • September 20, 2018 December 31, 2018
  • 11:15

CFIB finds Service Canada call centres lacking

A study gave the service small business owners receive a B-

  • By: IE Staff
  • January 8, 2019 January 8, 2019
  • 12:16

Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Half of working-age women worry they won’t have enough in retirement

43% of men have the same concern

  • By: IE Staff
  • January 8, 2019 January 8, 2019
  • 12:50

CRA updates child-related tax folios

Revised folios provide tax guidance for clients who are parents, students or parents of students

Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Have an “unplugged” vacation

Taking a break from contact with the office is essential to getting rested and recharged

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

Why banning life insurance sales incentives won’t help consumers

Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage

  • By: Jim Ruta
  • September 13, 2017 December 24, 2018
  • 14:30

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living

Casual Friday: Should you become a minimalist?

Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything