New trust rules coming
Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…
- By: donalee Moulton
- October 12, 2018 November 9, 2019
- 00:09
Latest news in Building Your Business
Most provinces standing pat
With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…
- By: Catherine Harris
- October 12, 2018 November 9, 2019
- 00:08
Key yearend tax tips
There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…
- By: Curtis Panke
- October 12, 2018 November 9, 2019
- 00:07
Creative differences
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
- By: donalee Moulton
- September 21, 2018 November 6, 2019
- 00:14
Four ways to effect change
Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can…
- By: Dan Richards
- September 21, 2018 November 6, 2019
- 00:13
Writing the book on success
Peter Merrick has been writing for as long as he has been a financial advisor. The author of four books and hundreds of articles runs…
- By: Dwarka Lakhan
- September 21, 2018 November 6, 2019
- 00:12
Tech Tips: Can you ditch your laptop?
Early tablets were designed to consume information, not to produce it. Now, vendors are offering up tablets as complete replacements that are able to keep…
- By: Danny Bradbury
- September 21, 2018 November 6, 2019
- 00:11
Following your own advice
After decades of helping clients plan for retirement, do you have a plan of your own?
- By: Dwarka Lakhan
- August 24, 2018 November 6, 2019
- 00:05
When should I sell my practice?
The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice
- By: George Hartman
- August 24, 2018 November 6, 2019
- 00:04
A quest for knowledge
Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans
- By: donalee Moulton
- August 24, 2018 November 6, 2019
- 00:03
Trust betrayed
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
- By: Patricia Chisholm
- July 27, 2018 November 6, 2019
- 00:11
A far-sighted approach to business
History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing…
- By: Dan Richards
- July 27, 2018 November 6, 2019
- 00:10
Tech tips: Get more from social media
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
- By: Danny Bradbury
- July 27, 2018 November 16, 2019
- 00:09
DTC: Opening doors
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
- By: Rudy Mezzetta
- June 22, 2018 November 6, 2019
- 00:04
An experienced mediator
Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services:…
- By: donalee Moulton
- June 22, 2018 November 6, 2019
- 00:03
Moving on up
Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…
- By: Megan Harman
- June 1, 2018 November 6, 2019
- 00:05
When you’ve bitten off too much
Acquiring a book of business can result in an overwhelming increase in your workload. Here is a strategy to help you and your team manage…
- By: George Hartman
- June 1, 2018 November 6, 2019
- 00:04
Tech Tips: Keep your passwords safe
Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…
- By: Danny Bradbury
- June 1, 2018 November 6, 2019
- 00:03
Create a “must read” e-newsletter
A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all
- By: Dan Richards
- April 27, 2018 November 6, 2019
- 00:11
Mental capacity: the advisor’s role
When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?
- By: Patricia Chisholm
- April 27, 2018 November 6, 2019
- 00:10
Family practice
McKenzie Esposito plays an important role in his family's financial advisory firm. As part of the firm's succession plan, he communicates well with the children…
- By: Leah Golob
- April 27, 2018 November 6, 2019
- 00:10
Clients and mental capacity
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…
- By: Patricia Chisholm
- March 29, 2018 November 6, 2019
- 00:11
Succession plan begins with a vision
The emotional aspects of making the transition to retirement can be the most challenging of all. The cases of two advisors demonstrate the importance of…
- By: George Hartman
- March 29, 2018 November 6, 2019
- 00:10
Should your client use a corporate executor?
Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an…
- By: Rudy Mezzetta
- March 1, 2018 November 6, 2019
- 00:12
Why referrals are declining
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
- By: Dan Richards
- March 1, 2018 November 16, 2019
- 00:11