Mark Halpern, president and founder of illnessPROTECTION.com Inc. explains how to help clients plan financially for children with an illness or disability. He spoke with…
Terry Zavitz, president at Zavitz Insurance Inc. and former chairwoman of Advocis, discusses seminars and events that bring referrals. She gives take on the future…
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how to clear the setbacks that can occur with divorcing clients. Stewart lists the stages clients…
Advisors should ensure clients are taking advantage of the DTC and other tax benefits
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, discusses mistakes new advisors make and the most rewarding part of her work. She…
RDSPs can allow disabled individuals to have some authority over their finances
A trust can assure clients that their disabled child will be looked after when they’re gone
Be tactful to build trust when talking to clients about a child’s disability
Karen Stewart, CEO and founder, Fairway Divorce Solutions, shares tips on resources for legal and support services for divorcing clients. She recommends advisors take the…
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, shares her insights after decades of success in the industry. Zavitz shares her tips…
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how advisors can navigate the emotional, relational and financial aspects of a divorce so that net…
Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs…
Lower costs fuelling popularity of exchange-traded funds; Vanguard expects to add to its Canadian ETF lineup before year end
Sylvain Charlebois, Associate Dean, College of Management and Economics, University of Guelph, says agriculture and food production will attract investment over the next two decades,…
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
Now is the time for advisors to articulate what it is that they do for clients and how they deal with risk management and retirement…
Doug Warwick, managing director and portfolio manager, TD Asset Management Inc., uses dividends to increase yield while offering some protection from interest rate risk. He…
David Sykes, vice-president and director with TD Asset Management Inc., asserts that a lengthy period of low economic growth means interest rates will stay lower…
Peter Andersen, founder of Andersen Economic Research Inc., discusses what we’ve learned from previous economic crises and how the United States is facing four or…
Many countries are moving to abolish commissions, and Canadian regulators could do the same
China’s expansion is expected to result in greater demand for farmland, coffee, cattle and other food sources
FPSC investigation highlights advisor behaviors that generates client complaints
Advisors urged to focus on helping clients manage lifetime income
Two TD managers outline their strategies
