Can IFAs help broach the insurance conversation with your clients?
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
Housing costs are a growing worry, BMO index finds
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
Have You Thought About What Season Your Practice is in?
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Editorial: Now, they need to ensure it’s done right.
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…
This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.
Credit rating agency adding five senior analysts to it Toronto office
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
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
Clients with windfalls need to diversify and mitigate risk
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
Clients don’t have to give up returns to embrace RI
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing…
Lessons learned after the B.C. floods
There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role