Donation schemes warning
Participants will be caught
- By: Stewart Lewis
- December 7, 2005 December 7, 2005
- 15:33
Latest news in Building Your Business
Disinherited daughter awarded share of estate
Court ruling means clients should make provisions in their wills for all of their dependents
- By: Stewart Lewis
- December 7, 2005 December 7, 2005
- 15:32
Firm fishes for new clients, keeps current ones on the line
If you have a passion for a hobby and are trying to attract new clients, you might consider a strategy similar to the marketing program…
- By: Wendy Cuthbert
- December 7, 2005 December 7, 2005
- 15:26
Resolutions seem to be made only to be broken
The problem is they mean making lasting personal changes, which most of us have difficulty accomplishing
- By: Wendy Cuthbert
- December 7, 2005 December 7, 2005
- 14:39
The New Year’s checkup
An opportunity to increase the depth of business with each client
- By: Grant McIntyre
- December 7, 2005 December 7, 2005
- 14:39
Pamper top clients so they’ll know you care
And make sure they understand that you’re going out of your way to give them your best service
- By: Dan Richards
- December 7, 2005 December 7, 2005
- 14:38
More than the money
One-third of Canadian investors plan to keep working after the mandatory retirement age
- By: Laura Pratt
- December 1, 2005 December 1, 2005
- 11:51
Late out of the starting gate
The 40-plus client with no RRSP will need special efforts to finance retirement
- By: Jade Hemeon
- December 1, 2005 December 1, 2005
- 11:50
Bill protecting RRSPs not enough
New federal legislation that would shield RRSPs from creditors only if the planholder goes bankrupt does not go far enough to protect consumers, industry groups…
- By: Stewart Lewis
- December 1, 2005 December 1, 2005
- 11:49
Time is ripe to suggest RRSP loans to clients
Low interest rates, combined with tax benefits and long-term compound growth, make these loans extremely attractive
- By: Jim Middlemiss
- December 1, 2005 December 1, 2005
- 11:47
Seg fund guarantees useful to some
They cost more than mutual funds, but offer principal and creditor protection
- By: Dwarka Lakhan
- December 1, 2005 December 1, 2005
- 11:46
Bonds’ safety comes with a high price-tag
But if clients want to be certain of getting a set sum in a few years, nothing beats a Government of Canada T-bill or a…
- By: Andrew Allentuck
- December 1, 2005 December 1, 2005
- 11:45
How to make the money last as long as the investor
An aggressive investment strategy aimed at boosting returns can increase the risk beyond client’s comfort level
- By: Catherine Harris
- December 1, 2005 December 1, 2005
- 11:43
Encourage teens to develop the RRSP habit
Kids will probably want to buy an iPod, but they’re never too young to put earned money into an RRSP
- By: Jade Hemeon
- December 1, 2005 December 1, 2005
- 11:41
Do RRIFs or annuities best serve your clients?
Longer lifespans and a variety of financial options are giving the old axiom “life is full of choices” new meaning for those in their retirement…
- By: Marie Clarke
- December 1, 2005 December 1, 2005
- 11:40
Plenty of untapped potential in the group RRSP market
Cultivating group RRSP business is a lot like planting a crop: it takes a significant time commitment up front to ensure a good yield later…
- By: Maureen Halushak
- December 1, 2005 December 1, 2005
- 11:39
Spousal RRSPs vastly underutilized
But advisors can add value by showing investors the short- and long-term benefits of these plans
- By: Beth Marlin
- December 1, 2005 December 1, 2005
- 11:37
Holding a mortgage in an RRSP needs careful consideration
It sounds appealing, but set-up costs and fees are are high. And you have to have a bundle in your plan
- By: Lara Hertel
- December 1, 2005 March 19, 2024
- 11:36
Clients continue to benefit from withdrawal plans
The Homebuyers’ Plan and the Lifelong Learning Plan give investors opportunities to use their RRSPs interest-free
- By: Rudy Mezzetta
- December 1, 2005 December 1, 2005
- 11:35
Clawback not a threat to most
Low-income clients aren’t affected, and high-income clients shouldn’t care
- By: Dwarka Lakhan
- December 1, 2005 December 1, 2005
- 11:32
Manage the stress of RRSP season
Here are some strategies to help you get through the busiest time of year
- By: Wendy Cuthbert
- December 1, 2005 December 1, 2005
- 11:30
When too much money in an RRSP is the right amount
Using one of these strategies, it is possible to make the $2,000 RRSP overcontribution rule work to your client’s advantage
- By: Bruce Cohen
- December 1, 2005 December 1, 2005
- 11:26
Ensure RRSP assets go to the right person
Advisors can help clients avoid fees, taxes and unintended consequences
- By: Stewart Lewis
- December 1, 2005 December 1, 2005
- 11:22
Help your clients avoid these costly RRSP errors
Many Canadians see their RRSP only as a way to cut taxable income — so they may not be aware of the finer points
- By: Jade Hemeon
- December 1, 2005 December 1, 2005
- 11:21
Lobbying for better retirement savings plans
Industry groups urge government changes so that Canadians can better prepare for retirement
- By: James Langton
- December 1, 2005 December 1, 2005
- 11:19