Know the rules for common-law couples
The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who…
The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who…
Take the right steps when you suspect a client may be losing his or her ability to make financial decisions
When Brian Burlacoff recommends critical illness insurance to his clients, he speaks from experience. The product recently helped him through a potentially devastating illness
Dentist and his wife can use a private corporation, a pension plan and insurance to secure a comfortable retirement and leave a generous estate
Financial advice and emotional support
After your client dies, your advice and support can be of immeasurable value to a family and an executor who may be struggling to complete…
Peer performance groups can be effective in helping you connect with other advisors, share ideas and put new initiatives into practice
Being stressed for time is the most common and pervasive source of pressure among almost all financial advisors. Although there are many theories regarding how…
As bleached pearlies become a fashion trend, dentists, drugstores and spas offer a variety of ways to brighten your smile. The procedures are generally safe,…
Clients who can afford whole life insurance may benefit by using the product as part of an investment plan as well. While the strategy has…
Rather than spraying clients with mass emails and praying they respond, try creating unique personal connections with a pen and quality stationery; the beauty of…
The title of this book may be a little ambitious, given its promises. But there is no doubt that Adri Miller-Heckman’s Seminars for the Financial…
If your laptop, tablet or smartphone was lost or stolen, how much sensitive data would be at risk? A number of security features are available…
Canadian securities firms are doing more and more business abroad. It’s time for global regulators to catch up with the world of finance, where borders…
The land of farming, flight and financial products is building another persona. Barrels of crude from the Bakkan oilfield, while still no match for Alberta’s…
Editorial
The federal budget was full of cookies for Canadians. But it ducked most of the tough questions, especially the pressing issue of how to deal…
A puppy has recently entered my life. And like several puppies before, there is much peeing on shoes, chewing of objects and general domestic destruction.…
Despite being awash in oil, Alberta’s public debt continues to spiral. It’s a self-perpetuating malaise that could use an injection of entrepreneurial principles
Political flak over the cost of Canada’s new F-35 stealth fighter planes has some in the small but growing Nova Scotia aerospace industry concerned about…
Some of the new additions to the ever-expanding world of indices have performed admirably in the past year
Rising oil prices and a nuclear energy crisis in Japan are leading many investors to shine a light on solar energy stocks
Although yield-hungry investors have snapped up high-yield bonds in droves, it may not be best to follow their path
Strong oil prices will create some good investment returns. “It’s going to be another good year,” says one energy fund manager
California-based investment firm launches eight mutual funds in Canada, six of which are fixed-income funds
Small-cap energy and resources stocks are risky and volatile
New income ETF from Jovian
Now is the time to prove your worth to your clients — keep emotions in check
Ontario courts have opened the door to class actions for secondary market liability. Advisors could be at risk
Although the review of the regulation of managing general agencies by the Canadian Council of Insurance Regulators is still ongoing, the insurance industry is making…
RRSP fund sales
FAIR Canada: Firms should be financially responsible for advisors
This firm focuses on providing services such as estate planning, insurance planning and tax planning to those who need it
Ottawa has passed sweeping legislation that may catch even routine marketing or other messages to contacts, clients and others. How to ensure you don’t run…
Filing a tax return on time is essential for clients, not only if they have to pay the CRA but also if they’re expecting a…
Blake Goldring, Chairman and CEO of Toronto-based AGF Management Ltd., has been named the first ever Honorary Colonel of the Army, in recognition of his…
Groups and companies — pro and con — had their say before an all-party legislative committee last month
The majority of firms had higher net income in Q4 of 2010 vs the previous year, but problems persist at some companies
But the MFDA is making some progress, as it’s employing a more collaborative approach with dealers
Firms continue to complain of outrageous fees, policy and procedures that are not applicable to their business models
When it comes to communicating with dealers, regulators have stepped up their game; they are being more collaborative
Are regulators making markets attractive enough to investors without restricting business for dealers?
Some dealers want consolidation of the SROs
The MFDA has seen significant improvements to its ratings, while the other regulators have stepped up their efforts (includes chart)
