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Peter Simons

Planting seeds for success

Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established

seniors divorce

There’s a silver lining for “silver splitters”: Amicability

With the court system backlogged, older clients may want to split up on good terms

father and son looking over building plans

So your client wants to help their child buy a home…

Make sure your clients aren’t derailing other financial goals by helping their children

advisor client technology

How wealthtech is changing advice

There are more tech tools than ever before, but clients still value the human touch

  • By: Katie Keir
  • March 22, 2021 March 19, 2021
  • 00:07
businesswoman thinking

What’s in a plan?

Know the difference between your strategic plan and your business plan — and many other plans

Dan Wynnyk

Generosity reaps rewards

Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity

AI technology

How banks are harnessing artificial intelligence

Financial services firms are using AI to create smart trading platforms and identify client needs

Time for automatic tax filing?

The government has proposed automated returns for simple tax situations

estate planning

Adapting to digital estate planning

There are many online tools, but which ones are best suited to you and your clients?

work from home

Secure your home office

If you rushed into working from home, your systems may be vulnerable

woman texting

Are your texts to clients compliant?

Clients may prefer communicating via texts, but be careful about the information you exchange

  • By: Leah Golob
  • February 22, 2021 February 24, 2021
  • 00:06
highway-city

Economic recovery looks K-shaped in many countries

The pandemic has exacerbated income inequality, and many low-wage workers have no job to return to

Happy face in the middle of sad faces

Causes for cautious optimism

Uncertainty abounds, but 2021 promises opportunities in equities markets

Businessman pointing to future growth

The bond outlook for 2021

Where the virus goes, so go markets

technology innovation

Insurers to build on pandemic innovations

Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies

2021-new-year

New year, new sense of optimism

Tips for refocusing and reframing after a tumultuous year

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

slinky

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