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Running a business through a TFSA?

The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…

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…

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…

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…

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Creative differences

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

usinessman putting a card with text don’t resist change embrace it in the pocket

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…

Investment Executive newspaper, October 2018, page 24, Peter Merrick

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…

Close-up Of Two Businessman Analyzing Graph On Digital Tablet

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…

smiling middle aged man in office

Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

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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

September 2018, page 24, image of Jennifer Ridedout

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

Canadian money in the black wallet

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.…

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…

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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…

Young woman on a wheelchair over a green meadow

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…

Investment Executive July 2018 page 16

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:…

3 usiness people standing a peak

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…

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…

laptop with steel security lock. password

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…

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

beautiful senior couple having a walk along embankment, man with cane

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?

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 January 10, 2019
  • 00:10
closeup old hand with crutch

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…

hands passing the baton, business and sports, business succession

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…

Business man signing a contract

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…