In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how helping affluent clients discuss the difficult and sensitive issue of estate planning with…
A new method in financial planning that balances eight forms of capital will help you and your clients achieve their life and retirement goals
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market…
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
Clearing the way for clients
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, gives six tongue-in-cheek tips on how to make sure you don’t…
The new regime will mean more data gathering, more written reporting and more in-depth conversations with clients
Recent stock market growth has probably resulted in capital gains for many of your clients. Knowing how best to deal with the tax consequences of…
After a decade of push and pull between regulators and the industry, fundamental change is here
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
T1135 is more than just a form. The new rules for reporting more details about foreign property are inconvenient, but must be taken seriously
A registered education savings plan is a great way to save for a child's post-secondary education. However, you should take advantage of the Canada education…
Three taxpayers recently found out that, whether or not they made mistakes on a technical rule, tried to game the system or got caught up…
Active ownership helps create long-term value for investors.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds