This year’s symposium theme is For Your Clients, For Your Business: A Toolkit for the Professional Financial Planner. Day one will be case study focused. Day two will explore a range of topics focused on the planner. Day three will begin with a U.S. tax update, followed by an open forum to discuss the topics of the conference.
September 20, 2012Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted
If the client’s memory begins to fail, advisors can end up in the middle of contentious family disputes
Avoid these common mistakes in determining the risk profiles of your clients
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
Program aims to help planners achieve the RFP designation
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
