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Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

confused man

Help clients navigate retirement uncertainty

Leverage these tips to address planning and income needs

  • By: Ron Hanson
  • March 14, 2023 March 14, 2023
  • 15:00

The estate role you need to know about

Safeguard your client’s assets with an appointed monitor

Leadership corporate hierarchy recruiter team leader employee selection new job

Hold leadership accountable for failures in ethics

Industry leaders create the culture that influences advisor behaviour

  • By: Rod Burylo
  • January 11, 2023 January 11, 2023
  • 15:00
Shot of bear figuring standing on financial paper

Adjusting to life after Goldilocks

Position your clients for the next economic cycle

Insurance businessman parachute

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00
Businessman calculating and checking articles of agreemen

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Businessman with yellow insurance umbrella looking over city

Investors must remain steadfast amid volatility and rate hikes

Here’s how advisors can prepare portfolios

  • By: Steve Locke
  • October 21, 2022 October 21, 2022
  • 15:00
Hand holding a light bulb

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
Filling out Canadian tax documents

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Canada, provinces, map, red

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
client meeting

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

Power of attorney text concept isolated over white background

Who has the power?

Understanding power of attorney versus trusted contact person

businessman searching with binoculars

The outlook for 2022’s second half

Economies brace for slower economic growth

wood chess pieces surrounding red piece

How to distinguish yourself during estate administration

Jump the credibility curve with executors and beneficiaries

Toronto downtown with new streetcar

Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

Voter on a Canada flag background.

Conservative victory looking more realistic

Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau

5994395 - front view of the canadian parliament building , with nobody showing

Election nobody seems to want could still be important

Column: Since this election will take us into a post-pandemic era, Canadians need to take a hard look at what’s ahead

foreign country with stock market data

Canadian ETFs ride a global trend

The domestic ETF market continues to grow along with the rest of the world

Parliament buildings on a sunny day

An election hasn’t been called yet, but the Conservatives may have already lost

Opinion: The Conservatives are in danger of becoming yesterday’s political brand

parliament hill

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

Canadian Parliament Building at Dusk

Carbon tax ruling may set off years of turf fighting between the feds and provinces

The ruling appears to have given Ottawa the national policy leverage it has long coveted

Canadian Parliament Building at Dusk

Opinion: Budget likely a political success that could haunt Liberals later

The Liberals are trying to consolidate support among progressive voters by poaching NDP policy, writes Gord McIntosh

client meeting

Take strategic advantage of ETF tax traits

Make the most of ETFs’ potential by understanding how they’re taxed