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Improving client services at the CRA

The government will be providing additional resources toward improving client services in three key areas at the CRA

Front view of the Parliament building in Ottawa, late winter, early spring

Feds plan to spend $10 billion on new initiatives

Budget 2018 contained little mention of spending toward infrastructure and defence

Front view of the Parliament building in Ottawa, late winter, early spring

Slideshow: What to expect in the 2018 federal budget

This year’s federal budget is expected to include announcements on pay equity, parental leave, the federal deficit and much more

Virtual Wallet Smartphone Bitcoins On Printed Circuit Board concept

What to tell your clients about ICOs

Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk

Toronto bank towers

How blockchain could supercharge financial services

Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks

Brave new way of doing business

As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients

Abstract bitcoin crypto currency blockchain technology on global world map illustration

Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…

Social media: Getting it right

As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and…

Avoid technology’s health risks

Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time…

Technology and the art of advice

Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests…

  • By: Leah Golob
  • February 15, 2018 November 9, 2019
  • 00:12

The winners: Advisors who adapt

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional…

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…

Bitcoin Electronic Crypto Currency Exchange Concept Illustration

The vast potential of blockchain technology

Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.

Explaining RRSPs and TFSAs is key

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs

Vibrant growth continues in Ontario

Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market

Booming B.C. faces looming risks

Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges

  • By: Brian Lewis
  • February 5, 2018 November 9, 2019
  • 00:18

Alberta’s economy is on the mend

A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year

Quebec experiences impressive growth

Manufacturing and construction have been strong economic drivers form Quebec, the growth of which is expected to slow slightly this year

Atlantic Canada slows down

An aging population, declining energy exports and fewer major projects weigh down economic activity in the Atlantic provinces

Healthy growth in the Prairies

Improvements in oil prices and potash production are driving a rebound in Saskatchewan’s economy, while Manitoba stays the course

All eyes on mining in the North

Declines in GDP for the Northwest Territories and Nunavut are anticipated for 2018. The outlook for the Yukon is much brighter

Business People Meeting Discussion in a boardroom concept

Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 November 9, 2019
  • 10:31
Overhead view of young business men shaking hands

The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 November 9, 2019
  • 10:15
Businesswoman Calculating Expenses on Printed Receipts

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 November 9, 2019
  • 11:35
Table

Strong relationships drive client loyalty

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research