The intended beneficiaries of the wealthiest people in Canada may see the government claim the lion’s share of their inheritances, because they lack proper estate…

By: IE Staff
June 27, 2002 June 27, 2002
12:10

Financial Planning

FPSC restructures board of directors

Board focused exclusively on strategic policy issues

By: IE Staff
June 27, 2002 June 27, 2002
10:55

Financial Planning

CAIFA and CAFP merger moves forward

Separate voting meetings set for Sept. 28

By: IE Staff
June 25, 2002 June 25, 2002
12:15

Practice Management

Staying Top of Mind

Tip No. 2

June 23, 2002 December 19, 2017
23:00

Financial Planning

More Canadians turning to capital markets

Investors more self-reliant says Palozzi

By: IE Staff
June 21, 2002 June 21, 2002
08:25

Financial Planning

Study offers tips on identifying the emerging affluent

Look for educated savers

By: Kate McCaffery
June 20, 2002 June 20, 2002
16:25

Your Time

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

By: Woodrow Pelley
November 23, 2018 November 17, 2019
00:08

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

By: Leah Golob
July 28, 2017 October 19, 2019
05:00

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

By: Beatrice Paez
February 17, 2017 October 19, 2019
11:00

Client Communications

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

By: Jonathan Got
February 1, 2024 February 1, 2024
15:36

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

By: Mark Burgess
September 22, 2023 September 22, 2023
08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

By: Michelle Schriver
March 17, 2023 March 22, 2023
16:22

Financial Planning

Health-care budgeting for longevity

Don’t think about care costs as a single number — plan for ranges that evolve over time

By: Neela White
January 23, 2026 January 23, 2026
11:17

Securing financial independence for Canadians with disabilities

Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key

By: Alyssa Mitha
December 5, 2025 December 5, 2025
09:59

test

October 21, 2025 October 20, 2025
13:02

Practice Management

5 ways you can help clients navigate a successful business transition

Legacy protection demands careful planning and attention to detail — advisors have a role to play

By: Dave Turnbull
August 26, 2025 August 26, 2025
13:10

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

By: Melissa Shin
June 20, 2023 June 20, 2023
06:00

How to write a job posting for an assistant

Every job posting must answer three main questions

By: Todd Humber
June 9, 2023 June 9, 2023
09:00

Sales & Marketing

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

By: IE Staff
March 1, 2021 March 1, 2021
11:10

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…

By: Danny Bradbury
July 27, 2018 November 16, 2019
00:09

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…

By: Dan Richards
March 1, 2018 November 16, 2019
00:11