Growth of exchange traded products booming
Advisors can play an important role in helping clients choose from a record high number of ETFs and notes
- By: Jade Hemeon
- April 25, 2012 April 25, 2012
- 16:35
Latest news in Special Reports
Actively managed ETFs poised to challenge mutual funds
The extent to which Canadians embrace ETFs will depend largely on whether more advisors recommend them
- By: Megan Harman
- April 25, 2012 April 25, 2012
- 16:30
The biggest challenge advisors face — and how to solve it
In part 8 of this 12-part series, Richard Cooper, senior partner, Creative Financial Group, discusses the one key that took his business to the next level.…
- By: Jim Ruta, Richard Cooper
- April 25, 2012 October 30, 2019
- 05:00
Be transparent with your compliance officer
In part 4 of this series, Ellen Bessner, a litigation partner at Cassels, Brock and Blackwell LLP, argues that advisors shouldn't hide from their compliance…
- By: Gavin Adamson, Ellen Bessner
- April 22, 2012 October 30, 2019
- 20:15
Cooper: Have a plan to become a “one-call” advisor
In part 7 of this 12-part series, Richard Cooper, senior partner, Creative Planning Financial Group, shares his advice on how to become a top insurance…
- By: Jim Ruta, Richard Cooper
- April 19, 2012 October 30, 2019
- 07:00
Preparing clients for boomerang kids
Help sandwich generation clients deal with the financial drain of supporting adult children
- By: Olivia Li
- April 18, 2012 October 31, 2019
- 12:20
Helping clients plan for eldercare
Address both financial and emotional issues when talking to clients about caring for their parents
- By: Olivia Li
- April 17, 2012 October 31, 2019
- 15:00
Planner uses patience and metaphor to help clients transition to retirement
Theresa Tosh, an advisor with TD Waterhouse Private Investment Advice in Toronto, describes her practice, which focuses on retirees and near-retirees. She discusses the metaphor…
- By: Dan Richards, Theresa Tosh
- April 17, 2012 October 30, 2019
- 10:55
Can’t see through a product? Don’t sell it
In part three of this series, Ellen Bessner, a litigation partner with Cassels, Brock and Blackwell LLP, discusses how advisors can be transparent about the…
- By: Gavin Adamson, Ellen Bessner
- April 17, 2012 October 30, 2019
- 07:00
Sandwich generation facing conflicting priorities
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
- By: Olivia Li
- April 16, 2012 October 31, 2019
- 15:35
McQuillan: The future of the insurance business is bright
In part 6 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., discusses why he loves selling insurance and why he…
- By: Jim Ruta, Thomas McQuillan
- April 12, 2012 October 30, 2019
- 06:00
Rosentreter: Writing emails that engage prospects
- By: Dan Richards, Kurt Rosentreter
- April 10, 2012 October 30, 2019
- 12:40
Avoid surprises: Be transparent with clients
In part 2 of this series, Ellen Bessner, a partner with Cassels, Brock and Blackwell LLP in Toronto, says clients don’t like to be surprised.…
- By: Gavin Adamson, Ellen Bessner
- April 9, 2012 October 30, 2019
- 15:30
The most important lesson to make a life insurance practice a success
In part 5 of this 12-part series, Thomas P. McQuillan, president of The McQuillan Group Inc., says that to be a top insurance performer you…
- By: Jim Ruta, Thomas McQuillan
- April 5, 2012 October 30, 2019
- 07:30
Advisor describes his part in a successful succession deal
- By: Dan Richards, Peter Bailey
- April 3, 2012 October 30, 2019
- 14:25
Budget 2012: The penny drops
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the budgetary decision to drop the penny from circulation. The…
- By: Jamie Golombek
- April 2, 2012 January 21, 2018
- 13:40
Transparency: Getting honest answers from clients
- By: Gavin Adamson, Ellen Bessner
- April 2, 2012 October 30, 2019
- 06:00
Vencap industry pleased with $500 million support in 2012 budget
Budget will help grow tech sectors of the economy
- By: James Langton
- March 30, 2012 March 30, 2012
- 08:40
Budget creates solid foundation for sustained growth: IIAC
Association is pleased that Ottawa has re-affirmed its commitment to a national securities regulator
- By: IE Staff
- March 30, 2012 March 30, 2012
- 08:20
CLHIA welcomes commitment in budget to protect disabled employees
The life and health insurance industry association pleased with Ottawa’s ongoing commitment to PRPPs
- By: IE Staff
- March 30, 2012 March 30, 2012
- 08:00
Budget 2012: Golembek on RCAs, EPSPs and the exempt test of insurance policies
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa’s budget restrictions to retirement compensation arrangements,…
- By: Jamie Golombek
- March 29, 2012 January 21, 2018
- 22:00
Budget 2012: Golombek on changes to RDSPs
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa's budget amendments to RDSPs and RESPs.…
- By: IE Staff
- March 29, 2012 December 15, 2017
- 16:30
Budget 2012: Golombek on changes to Old Age Security
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa’s budget proposal to move the age…
- By: IE Staff
- March 29, 2012 December 15, 2017
- 16:00
Changes to life insurance policy exemption test
Criteria used to determine whether policies are exempt from accrual taxes have been updated
- By: Rudy Mezzetta
- March 29, 2012 March 29, 2012
- 15:00
Rules tightened on employee profit sharing plans
Proposed change intended to close loophole exploited by some employers
- By: Rudy Mezzetta
- March 29, 2012 March 29, 2012
- 15:00