Tax changes could affect insurance
The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning…
- By: Megan Harman
- October 13, 2017 November 9, 2019
- 00:50
Latest news in Building Your Business
Clamping down on income splitting
The Liberals' recent proposed tax changes for private corporations are part of a larger effort by the feds to eliminate opportunities for wealthier Canadians to…
- By: Rudy Mezzetta
- October 13, 2017 November 9, 2019
- 00:50
U.S. tax reforms and your clients
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially…
- By: Dwarka Lakhan
- October 13, 2017 November 9, 2019
- 00:50
Taking control of paperwork
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…
- By: Danny Bradbury
- October 13, 2017 November 9, 2019
- 00:50
Beware of pitfalls when selling homes
New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…
- By: Jim Middlemiss
- October 13, 2017 November 9, 2019
- 00:50
Audits on large TFSAs ramped up
Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…
- By: Rudy Mezzetta
- October 13, 2017 November 9, 2019
- 00:50
Tech Tips: Upgrading your tablet device
Whether you use an iPad or a device powered by the Android or Windows system, tablets are getting bigger, better and more like laptops. Here…
- By: Danny Bradbury
- September 21, 2017 November 6, 2019
- 23:50
Meet the family
Family meetings are important estate planning tools
- By: Wendy Cuthbert
- September 21, 2017 November 6, 2019
- 23:50
Your musculoskeletal expert
Chiropractic care has long been a popular form of natural health care that corrects misalignments in the spine. Although most patients visit chiropractors seeking relief…
- By: Megan Harman
- September 21, 2017 November 6, 2019
- 23:50
Should I trust an outside provider?
Outsourcing some aspects of a financial advisory practice is becoming increasingly popular because there are more options available and technology has made delivery of services…
- By: George Hartman
- September 21, 2017 November 6, 2019
- 23:50
From back entrance to hall of fame
Kiki Delaney remembers having to sneak into company meetings held in clubs that would admit only men. Now, she is a member of the Order…
- By: Leah Golob
- September 21, 2017 November 6, 2019
- 23:50
From troubled youth to clients
Al Jones used to work on a government farm teaching life skills to kids with big problems. Now, he's a financial advisor who advises clients…
- By: Wendy Cuthbert
- August 24, 2017 November 6, 2019
- 23:45
Tai chi: The slow way to good health
Tai chi is an increasingly popular system of gentle exercises that’s credited with a host of health benefits. Barbara Taylor can attest to its power.…
- By: Jade Hemeon
- August 24, 2017 November 6, 2019
- 23:45
Tech Tips: Getting more from Google
As potential clients turn to Internet searches to find both answers to their questions and service providers of all stripes, keeping your website at the…
- By: Danny Bradbury
- August 24, 2017 November 6, 2019
- 23:45
The connective power of YouTube
With more than one billion users, YouTube LLC’s video-sharing platform offers an enormous reach that can help financial advisors connect with their clients and prospects.…
- By: Leah Golob
- August 24, 2017 November 6, 2019
- 23:45
Retirement myths and mistakes
Help your clients avoid these common misconceptions and missteps that can put their retirement at risk
- By: Dwarka Lakhan
- August 24, 2017 November 6, 2019
- 23:45
Tax included
Adding tax-planning to your menu of services can help you retain clients and gain new ones
- By: Leah Golob
- July 27, 2017 November 6, 2019
- 23:45
Tech Tips: Find a good home for your website
Third-party web-hosting companies specialize in running websites for businesses such as yours. Here are some tips to help you in selecting one that's right for…
- By: Danny Bradbury
- July 27, 2017 November 6, 2019
- 23:45
Rewriting the rules
When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the…
- By: Grant McIntyre
- July 27, 2017 November 6, 2019
- 23:45
What’s your practice worth?
Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for…
- By: George Hartman
- July 27, 2017 November 6, 2019
- 23:45
Breaking the “old school” image
Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger,…
- By: Leah Golob
- June 22, 2017 November 6, 2019
- 23:45
Coach: If I were an advisor
The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to…
- By: George Hartman
- June 22, 2017 November 6, 2019
- 23:45
Travel plans
A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious…
- By: Beatrice Paez
- June 22, 2017 November 6, 2019
- 23:45
Retirement income specialist
While most advisors spend their careers helping their clients accumulate assets, Ian Moyer focuses on helping older clients convert their retirement savings into income. "A…
- By: Megan Harman
- May 31, 2017 November 6, 2019
- 23:45
What your clients should know about POA
Granting power of attorney is a difficult but important decision. You can help your clients make the right choice
- By: Rudy Mezzetta
- May 31, 2017 November 6, 2019
- 23:45