Lessons from Air Canada
Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer"…
- By: Dan Richards
- October 26, 2014 November 6, 2019
- 23:00
Latest news in Special Reports
Alternative ETFs gaining ground
Getting exposure to alternative strategies through exchange-traded funds has advantages over other methods
- By: Dwarka Lakhan
- October 26, 2014 October 30, 2019
- 23:00
New rules for MGAs
CLHIA releases compliance guidelines as part of its response to recommendations from regulators
- By: Megan Harman
- October 23, 2014 October 30, 2019
- 23:00
Help clients choose an executor
Once an estate plan is finalized, it’s critical to ensure the right person – or team of people – is appointed to execute it, especially…
- By: Fiona Collie
- October 23, 2014 October 31, 2019
- 13:20
Key estate planning issues for blended families
Tom Junkin, senior vice president, personal trust services, Fiduciary Trust Company of Canada discusses the top three issues advisors need to raise when planning for…
- By: Tom Junkin
- October 23, 2014 October 31, 2019
- 09:00
Navigating delicate family dynamics
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse —…
- By: Fiona Collie
- October 22, 2014 October 31, 2019
- 12:55
Treat yourself like an employee
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how acting like a business owner can actually damage your…
- By: Jim Ruta
- October 22, 2014 October 30, 2019
- 08:00
A fresh plan for a fresh start
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
- By: Fiona Collie
- October 21, 2014 October 31, 2019
- 11:30
Calls you need to make today
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…
- By: Dan Richards
- October 20, 2014 October 30, 2019
- 07:00
Redefining financial planning
A new method in financial planning that balances eight forms of capital will help you and your clients achieve their life and retirement goals
- By: Keith Costello
- October 20, 2014 November 16, 2019
- 05:00
A Q3 letter to clients
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…
- By: Dan Richards
- October 15, 2014 October 30, 2019
- 18:00
A Q3 letter to clients: How to navigate rough waters
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
- By: Dan Richards
- October 15, 2014 November 17, 2019
- 15:15
Six surefire ways to avoid becoming a high performer
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…
- By: Jim Ruta
- October 15, 2014 October 30, 2019
- 08:55
Exempt test for life policies revised
The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their…
- By: Megan Harman
- October 14, 2014 November 6, 2019
- 23:00
Yearend tax tips
Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of…
- By: Clare O’Hara
- October 14, 2014 November 6, 2019
- 23:00
Managing capital gains and losses
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…
- By: Dwarka Lakhan
- October 14, 2014 November 6, 2019
- 23:00
U.S. taxes on funds?
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Foreign property
T1135 is more than just a form. The new rules for reporting more details about foreign property are inconvenient, but must be taken seriously
- By: Dwarka Lakhan
- October 14, 2014 November 6, 2019
- 23:00
Taking advantage of RESPs
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…
- By: Andrew Allentuck
- October 14, 2014 November 6, 2019
- 23:00
Taxpayers feel the taxman’s wrath
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…
- By: Jim Middlemiss
- October 14, 2014 November 6, 2019
- 23:00
Stay on top of changing U.S. rules
Now that the IRS has new powers to track taxpayers who live outside their country, it is especially important to track changes in the U.S.…
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Rethinking testamentary trusts
The federal government is curbing the use of testamentary trusts as tax-saving vehicles for affluent families. However, there still are many uses for these trusts.…
- By: Jim Middlemiss
- October 14, 2014 November 6, 2019
- 23:00
Tax credits for kids
There are various federal tax credits and deductions available for clients who are raising families
- By: Fiona Collie
- October 14, 2014 November 6, 2019
- 23:00
CRA clarifies rules on settlements
The tax treatment of a settlement involving investment losses depends on whether the payment replaces ordinary income, covers personal injury or is considered a windfall
- By: Jim Middlemiss
- October 14, 2014 July 17, 2020
- 23:00
Provinces hold back on tax increases
Although half of the provinces in Canada made no changes to their taxation regimes, the other half took a different approach by either increasing or…
- By: Catherine Harris
- October 14, 2014 November 6, 2019
- 23:00