Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced…
How can you ensure that your clients' assets will stay within your practice when those clients eventually pass away? There are steps you can take…
Making your practice amenable to elderly clients requires a sympathetic understanding of seniors' concerns - and an abundance of patience
The job of the compliance department has never been more crucial. Kathleen Black, in her new role as head of the ACCP, takes on a…
Clients focus on designations and certifications
These six volumes cover various aspects of helping your elderly clients manage their financial and lifestyle affairs. These books provide valuable advice for you -…
Many advisors incorrectly assume their senior clients are unable to qualify for life insurance. But many clients in their 60s and 70s are insurable -…
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology.…
With senior clients being prime targets for fraud - even from family members - there are several signs you could be looking for to help…
There are several tax credits that may be useful to your senior clients, at both the federal and provincial levels. In addition, many tax credits…
There are many ways to make your office a comfortable and positive place for visits by senior clients. These tips can enhance communication and reduce…
In part four, George Hartman, managing partner with Elite Advisors Canada, outlines the pros and cons of various exit options for advisors, and gives tips…
In part three, George Hartman, managing partner with Elite Advisors Canada, explains how to prepare yourself emotionally and financially for succession.
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…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
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