Government to close loopholes on RCAs
Some retirement compensation arrangements have been used for unintended tax benefits
- By: Rudy Mezzetta
- March 29, 2012 March 29, 2012
- 15:00
Latest news in Special Reports
Retirement plans could alter for many, with changes to OAS and GIS
The new time lines will be phased in over several years, giving advisors and clients time to adjust. There are also additional options for those…
- By: Megan Harman
- March 29, 2012 March 29, 2012
- 15:00
Feds target public sector employees
Job cuts, reduced travel, lower compensation and pension reform are expected to generate annual savings of $5.2 billion
- By: James Langton
- March 29, 2012 March 29, 2012
- 15:00
“Modest” cuts the highlight of federal budget
The feds are also moving forward with a plan to increase the age of eligibility for OAS and GIS to 67 by 2023
- By: Tracy LeMay
- March 29, 2012 March 29, 2012
- 15:00
Ottawa stands pat on national regulator, OBSI
But the feds are taking a few steps to improve access to capital for financial services firms
- By: James Langton
- March 29, 2012 March 29, 2012
- 15:00
Changes to employment insurance to assist small business
Continued relief for small businesses that hire and limits to increases in EI premiums, are aimed at boosting employment
- By: James Langton
- March 29, 2012 March 29, 2012
- 15:00
Budget 2012 highlights
Old age security, packing in the penny
- By: IE Staff
- March 29, 2012 March 29, 2012
- 15:00
Changes to RDSPs will create more options for clients
More flexible tax rules and fewer administrative barriers could boost participation
- By: Megan Harman
- March 29, 2012 March 29, 2012
- 15:00
Budget documents and speech
Dept. of Finance publications
- By: IE Staff
- March 29, 2012 March 29, 2012
- 13:50
Wildman: Take time to connect with the client
Libby Wildman, owner, Wildman & Associates Wealth Management, says there’s a huge opportunity in the insurance business right now because the average age of an…
- By: Jim Ruta, Libby Wildman
- March 28, 2012 October 30, 2019
- 06:00
Three skill sets for successful new advisors
Terry McCullough, professor and coordinator of financial services programs at George Brown College in Toronto, describes the three “must have” skill sets that young advisors…
- By: Terry McCullough
- March 27, 2012 December 15, 2017
- 05:00
Six partners use team approach to serve clients better
Christopher Annett, partner and vice president, business development for Century Group Financial Solutions Inc. in Waterloo, Ont. describes how the firm’s six partners use their…
- By: Dan Richards, Christopher Annett
- March 26, 2012 October 30, 2019
- 06:10
Define your client niche to achieve success
Libby Wildman, owner, Wildman & Associates Wealth Management, says that to be a top insurance performer you must be strategic about targeting the specific qualities…
- By: Jim Ruta, Libby Wildman
- March 22, 2012 October 30, 2019
- 07:00
Five tips for rookies
Successful advisors recommend narrowing your focus, building a brand
- By: Megan Harman
- March 22, 2012 March 22, 2012
- 06:30
Building a career in the advisory business
Recruiters urge new advisors to master presentation skills, earn designations
- By: Megan Harman
- March 21, 2012 March 21, 2012
- 06:00
Three “buckets” to keep your clients focused on retirement planning
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano…
- By: Dan Richards, Brett Strano
- March 20, 2012 October 30, 2019
- 14:00
The changing face of the industry
As older advisors retire, firms are placing a new emphasis on recruiting, training young talent
- By: Megan Harman
- March 20, 2012 March 20, 2012
- 06:00
Geller: Earn referrals by serving your clients properly
In part 2 of this 12-part series, Lawrence Geller, president of L.I. Geller Insurance Agencies Ltd., says that to be a top insurance performer you…
- By: Jim Ruta, Lawrence Geller
- March 15, 2012 October 30, 2019
- 07:00
Tax effectiveness, team work and philanthropy key to building success with entrepreneurs
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax…
- By: Dan Richards, John Horwood
- March 13, 2012 October 30, 2019
- 06:50
Living benefits for high income, low net worth clients
Inside the Advisor's Study: In the first of an exclusive, 12-part series on how to be a high performance insurance advisor, Jim Ruta, performance consultant…
- By: Jim Ruta, Lawrence Geller
- March 9, 2012 October 30, 2019
- 08:30
Keep your files in sync
Cloud-based storage and synchronization software can help you keep data up-to-date across multiple devices
- By: Danny Bradbury
- February 23, 2012 October 30, 2019
- 05:00
Finding bliss on the river
Financial planner Eric Church looks forward to his annual canoe trips as a chance to slow things down. He uses the time to reflect on…
- By: donalee Moulton
- February 22, 2012 November 6, 2019
- 15:08
Stable stories
Longtime insurance broker John Dargie has been raising and racing thoroughbreds for three decades
- By: Olivia Glauberzon
- February 22, 2012 November 6, 2019
- 14:45
The tranquil edge of urban life
Investors Group advisor Ryan Shoemaker has a passion for sailing
- By: Megan Harman
- February 22, 2012 November 6, 2019
- 14:38
Light in dark places
The wonder of underwater worlds keeps amateur diver Warren Lo searching for the stunning visuals that animate his photography
- By: Olivia Li
- February 22, 2012 November 6, 2019
- 14:29