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ice freeze

Should your client refreeze their preferred shares?

As a business’s value drops, opportunity arises

work from home

Optimizing your home office

Tips for maintaining your work/life balance, minimizing distractions and keeping physically fit while you work from home

Nizar Esmail

Speaking from experience

Nizar Esmail has lived through market swings and helps his clients find opportunities during times of turmoil

business people standing in line under a magnifying glass

Compliance — friend or foe?

While your compliance department may seem as if it’s working against you, compliance is essential to protecting your clients and your business


Being flexible about retirement plans

The pandemic may cause your clients to rethink when to claim government benefits

egg carton with one egg left

Retirement income during a pandemic

Investment plans need to be flexible, but don't abandon tested strategies

  • By: Katie Keir
  • November 2, 2020 November 17, 2020
  • 00:13
man floating in air, rug pulled out from beneath him

When the rug gets pulled out from under your client

Your client is a couple years away from retirement and just lost their job. Now what?

senior man working

Preparing your clients psychologically for retirement

Retirement is a major lifestyle change that may lead to anxiety and other challenges

  • By: Leah Golob
  • November 2, 2020 November 17, 2020
  • 00:11
time clock

Is now the time for annuities?

Low rates are here for the foreseeable future, but guaranteed income can still work for certain clients

Failure, Stock Market Crash, Bear Market, Crisis

Make the most of a low-income year

Keep clients on track for retirement despite financial hardship

senior woman reading document

Estate planning critical during a pandemic

While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless

two blank directional signs

Should I sell my practice during the pandemic?

You might not get the price you want and are you sure you're ready to take the plunge?

woman working from home with baby

A step back for women in finance

The pandemic has made work/life balance more difficult

Tax planning and the CERB

Clients will appreciate your help in understanding which government benefits are taxable

Claiming home-office expenses in a pandemic

A client whose employer required working from home during the pandemic may be able to claim expenses related their home office this year

Kamala Harris-Douglas-Emhoff-and-Joe-Biden

How the Democrats’ proposed tax policy could affect cross-border clients

Biden wants to make the wealthy and corporations pay more

new rules

Get ready for new trust reporting rules

New disclosure rules come into effect in the 2021 tax year

businessman race hurdle competition

Post-pandemic tax audit hurdles

While the CRA has been flexible, tax professionals face challenges

  • By: Katie Keir
  • October 9, 2020 October 8, 2020
  • 00:06
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

Tax Court catches up on back taxes

The Tax Court of Canada has implemented several tactics for clearing delayed cases, but don't expect a fully virtual courtroom

stock market

Keep clients calm through turmoil

Headlines may have your clients worried about the short term, but it's your job to keep them focused on the big picture

Female tax inspector looking at corporate financial documents with magnifying glass

CEWS audit requests draw ire

The CRA says it is in the test phase of the audits

  • By: Katie Keir
  • September 24, 2020 October 8, 2020
  • 12:49
Shauna George

Embracing change

After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back

different direction

Is your practice prepared for the “next normal”?

Now may be the time to reconsider your approach to marketing and client relationships

businesswoman thinking

Have you found your niche?

Focusing on a target group of clients can help you grow your business, experts say

woman working from home

Heading back to the office?

Not so fast, firms say, as working from home proves productive