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Top Stories in Building Your Business

Piggybank With Eyeglasses And Calculator On Wooden Table, TFSA, RRSP

TFSA annual contribution limit rises to $6,000

The cumulative TFSA contribution limit in 2019 will be $63,500

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Financial Planning

Focus on making philanthropy personal

With a focused approach to giving, clients can measure their impact and feel connected to their causes

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Industry News

Wealthy millennials will reshape philanthropic giving

Millennials are more than twice as likely as boomers to feel that leaving a legacy is important

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Industry News

Advocis puts new spin on financial literacy

Website and podcast timed with the opening week of Canada’s Financial Literacy Month

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Industry News

November is Financial Literacy Month

IFSE launches Tip of the Day awareness campaign

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Industry News

CRA increases maximum pensionable earnings for the CPP

The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…

  • By: IE Staff
  • November 1, 2018 October 31, 2019
  • 10:00
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Building Your Business

Parental guidance

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

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Building Your Business

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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Building Your Business

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
Industry News

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

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Industry News

$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
Industry News

Financial planning aids asset retention: report

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

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

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

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

How to help clients plan for career changes

Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

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

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

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…

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…

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

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