Looking beyond the money
Halifax advisor Wendy Brookhouse believes the key to financial success for her clients lies in addressing the comprehensive range of issues they face - and…
- By: donalee Moulton
- December 22, 2017 November 6, 2019
- 00:50
Latest news in Building Your Business
Prepare for the worst
You are required to have a plan in place should your business be disrupted by a natural or unnatural disaster, such as a storm, fire…
- By: Dwarka Lakhan
- December 22, 2017 November 6, 2019
- 00:50
Offer “frequent flier” service
Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their…
- By: Dan Richards
- December 22, 2017 November 6, 2019
- 00:50
Tech Tips: Presentations with pizzazz
With the wide variety of software tools available, you can stick with the tried-and-true PowerPoint and Keynote applications, or go with one of the less…
- By: Danny Bradbury
- December 1, 2017 November 6, 2019
- 00:50
A practice as matrimonial asset
The valuation of a financial advisor's book of business for a divorce settlement must be based on a proven methodology that brings appropriate perspective and…
- By: George Hartman
- December 1, 2017 November 6, 2019
- 00:50
Higher learning
Here are some steps you can take to raise the level of financial literacy among your clients
- By: Wendy Cuthbert
- December 1, 2017 November 6, 2019
- 00:50
Stocks for an aging population
Look for investment opportunities in a broad range of sectors that focus on older consumers
- By: Dwarka Lakhan
- November 14, 2017 November 9, 2019
- 12:04
No fear: Keeping retired clients calm
Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently
- By: Jade Hemeon
- November 14, 2017 November 9, 2019
- 00:51
Helping the kids inherit
Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…
- By: Fiona Collie
- November 14, 2017 November 9, 2019
- 00:50
ETFs: The value of starting early
Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…
- By: Jade Hemeon
- November 14, 2017 November 9, 2019
- 00:50
Help older clients control debt
A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement
- By: donalee Moulton
- November 14, 2017 November 9, 2019
- 00:50
For better or for worse
Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have…
- By: donalee Moulton
- November 14, 2017 November 9, 2019
- 00:50
Should your clients sell the house?
Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or…
- By: Dwarka Lakhan
- November 14, 2017 November 9, 2019
- 00:50
New risks for fixed-income
With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge
- By: Megan Harman
- November 14, 2017 November 9, 2019
- 00:50
Women face different headwinds
Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to…
- By: Leah Golob
- November 14, 2017 November 9, 2019
- 00:50
How to help “Silver Surfers”
Technology can help older clients manage both long-term assets and daily finances
- By: Danny Bradbury
- November 14, 2017 November 9, 2019
- 00:50
CPP: Answering your questions
Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…
- By: Doug Runchey
- November 14, 2017 November 9, 2019
- 00:50
Tech Tips: Appearance is everything
There are many features to consider when selecting a monitor for your computer. Understanding characteristics such as panel type, screen size and resolution can help…
- By: Danny Bradbury
- October 27, 2017 November 6, 2019
- 00:50
Taking responsibility
Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…
- By: Leah Golob
- October 27, 2017 November 9, 2019
- 00:50
Ease into a fitness program
Here’s one thing all financial advisors know: exercise is good for both the mind and the body. Unfortunately, many advisors don’t act on that knowledge.…
- By: donalee Moulton
- October 27, 2017 November 6, 2019
- 00:50
The rules of success have changed
The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is…
- By: Dan Richards
- October 27, 2017 November 6, 2019
- 00:50
Joint pain
Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire
- By: Dwarka Lakhan
- October 27, 2017 November 6, 2019
- 00:50
Gearing up for yearend
There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 12:01
Improvements looming at CRA
After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
CRA may tighten key program
Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…
- By: donalee Moulton
- October 13, 2017 November 9, 2019
- 00:50