Helping older, vulnerable clients
Ron Harvey has developed a sensitivity toward the financial concerns of his elderly clients. He regards his role as one of reassurance. "I become their…
- By: donalee Moulton
- November 6, 2015 November 9, 2019
- 00:00
Latest news in Special Reports
Using ETFs for retirement portfolios
With the rising flexibility of exchanged-traded funds (ETFs), it now is possible to build portfolios for retired clients using only ETFs. Two experts show how…
- By: Jade Hemeon
- November 6, 2015 November 9, 2019
- 00:00
Retirees need exposure to stocks
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their…
- By: Jade Hemeon
- November 6, 2015 November 9, 2019
- 00:00
Don’t forget about spousal RRSPs
Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income.…
- By: Rudy Mezzetta
- November 6, 2015 November 9, 2019
- 00:00
The executor “minefield”
As a financial advisor, you are not permitted to act as executor for your clients. You can, however, offer valuable advice in helping your client…
- By: Jim Middlemiss
- November 6, 2015 November 9, 2019
- 00:00
Homebodies: Stay put or rent?
Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the…
- By: Catherine Harris
- November 6, 2015 November 9, 2019
- 00:00
The second (or third) time around
Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial…
- By: Fiona Collie
- November 6, 2015 November 9, 2019
- 00:00
The long game: Post-90 planning
As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old.…
- By: Catherine Harris
- November 6, 2015 November 9, 2019
- 00:00
Seniors’ debt is on the rise
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
- By: donalee Moulton
- November 6, 2015 November 9, 2019
- 00:00
Smoothing out the post-work ride
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to…
- By: Megan Harman
- November 6, 2015 November 9, 2019
- 00:00
Going it alone in retirement
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However,…
- By: Jade Hemeon
- November 6, 2015 November 9, 2019
- 00:00
Grown kids can drain finances
Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family…
- By: Wendy Cuthbert
- November 6, 2015 November 9, 2019
- 00:00
Steering SSQ’s great leap forward
SSQ is expanding rapidly across regions and product lines. Meet the man in charge of making sure that change also means success
- By: Megan Harman
- November 6, 2015 November 9, 2019
- 00:00
Portfolio managers anticipate an uptick in REIT prices
The market does not believe a big interest rate increase is in the cards, which spells good news for REITs
- By: Dwarka Lakhan
- November 5, 2015 November 9, 2019
- 07:45
New insurance regulations may be necessary to deal with conflicts of interest
FSCO examinations have found that 10% of insurance agents were not disclosing actual or potential conflicts of interest to their clients in writing, as they’re…
- By: Megan Harman
- November 4, 2015 November 9, 2019
- 17:15
Threat of interest rate hike hangs over real estate mutual funds
Now may be the time to invest in real estate as some portfolio managers believe the sector is ready for a rally in the short…
- By: Dwarka Lakhan
- November 4, 2015 November 9, 2019
- 07:00
Do you show enough urgency in your practice?
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to convey urgency throughout your business dealings and communications with prospects and clients.
- By: Jim Ruta
- November 3, 2015 November 9, 2019
- 18:00
New OM in Ontario will present big opportunities
Advisors interested in the exempt-market space should educate themselves properly and pursue the appropriate licenses and qualifications, experts say
- By: Megan Harman
- November 3, 2015 November 9, 2019
- 17:40
Ontario making progress on key regulatory initiatives, finance minster says
The provincial government is reviewing FSCO’s and DICO’s mandates as well as the regulatory framework for financial planning
- By: Megan Harman
- November 3, 2015 November 9, 2019
- 13:40
Should you dress down for client meetings?
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and…
- By: Dan Richards
- November 2, 2015 November 9, 2019
- 06:30
Know your “non-negotiables”
Jim Ruta, president, AdvisorCraft Media and Consulting, discusses the must-do performance and productivity activities that make a business a success. He outlines nine tasks that…
- By: Jim Ruta
- October 28, 2015 November 9, 2019
- 13:40
A surgical strategy to boost your business
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.
- By: Dan Richards
- October 27, 2015 November 9, 2019
- 14:10
What Liberal tax promises may mean for your clients — and when
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For…
- By: Jamie Golombek
- October 26, 2015 November 9, 2019
- 13:00
The “volatility” conversation
Ease your clients' concerns about market turbulence by explaining that it is a normal market phenomenon and that you are looking out for their best…
- By: Dwarka Lakhan
- October 25, 2015 November 9, 2019
- 23:00