Home Newspaper Building Your Business

Latest news in Building Your Business

middle-aged man celebrating birthday with friends

Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

mature couple with young financial advisor

Embracing behavioural finance

Helping clients identify how emotion affects their decision-making process regarding investing will become even more important if stock markets or the economy take a turn…

Green growth curve

Catching the RI wave

Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015

  • By: Katie Keir
  • January 21, 2019 March 17, 2019
  • 00:03
beautiful sparklers in hands on black background

Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

client complaints tablet

Surviving a moment of truth

How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure…

Overhead view of young business men shaking hands

The value of mentorship

Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a…

businesspeople with digital tablet sitting in modern office

Protecting your business

New book highlights the core issue that threatens client/advisor relationships

running santa with toy sack

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

lungern village in switzerland

Destination retirement

Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their…

active senior hiking in high mountains

Fulfilling the bucket list

Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has…

RRSP piggybank

Who doesn’t need an RRSP?

For some clients - such as young people just beginning their careers and some business owners - other options may be preferable

Health Insurance Assurnace computer laptop

Plan early for health-care expenses

The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s

tractive happy senior chinese couple sitting on the front steps of their house.

Put house values into perspective

As real estate prices rise, clients should not be counting on these assets to fund their retirement

Young Businesswoman Addressing Boardroom Meeting

Business owners need special advice

Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans

the canadian parliament and library during the fall

Enhanced CPP to have big impact

In the short term, self-employed and business-owner clients probably will feel the negative effects of the CPP's expansion. In the longer term, the changes will result…

Excited happy senior business man sitting on a floor with piggy bank under a money rain isolated on gray wall background.

A reliable source of income

Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment…

last will and testament waiting to be filled and signed

Clients need up-to-date wills

There are various matters to consider - including updating beneficiary and executor designations - when discussing wills with your clients to ensure a smooth transfer…

  • By: Leah Golob
  • November 9, 2018 March 17, 2019
  • 00:10
Laughing senior man using laptop computer at home

Tech Tips: Technology made simpler

Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly

laughing family, senior parents and their adult son

Parental guidance

Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead

Businesswoman with umbrella walking against strong wind

A cure for yearend gloom

This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…

female hands sending email

Tech Tips: Get your email under control

There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…

Sara Zollo, Investment Executive November 2018, page 18

Taking centre stage with clients

Sara Zollo, who began her career as a financial advisor at age 22, says she has learned a great deal from her clients about anticipating…

  • By: Leah Golob
  • October 26, 2018 March 17, 2019
  • 00:04
the canadian parliament and library during the fall

Little leeway for feds in next budget

Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…

mature couple at home meeting with financial advisor

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Income splitting in the age of TOSI

Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…