Key tax strategies to consider
There are several tax credits that may be useful to your senior clients, at both the federal and provincial levels. In addition, many tax credits…
- By: Rudy Mezzetta
- February 15, 2015 November 6, 2019
- 00:00
Latest news in Building Your Business
A senior-friendly office
There are many ways to make your office a comfortable and positive place for visits by senior clients. These tips can enhance communication and reduce…
- By: Wendy Cuthbert
- February 15, 2015 November 6, 2019
- 00:00
A whole new ball game
"Know your client" takes on new meaning when the person sitting across from you is a senior whose mental capacity may be diminished. Declining mental…
- By: Jim Middlemiss
- February 15, 2015 November 6, 2019
- 00:00
Doing things right for 50 years
Bob Vandewater, an investment advisor with CIBC Wood Gundy in Winnipeg, has spent more than half a century with that firm. His loyalty was inspired…
- By: Geoff Kirbyson
- February 1, 2015 November 6, 2019
- 00:00
Bio is key to web success
The most important part of your website is the page with information about you and your team. Make sure it has personal information prospects can…
- By: Geoff Kirbyson
- February 1, 2015 November 6, 2019
- 00:00
Help women lead in philanthropy
With women controlling an increasing amount of personal wealth, it becomes more and more important for you to understand their approach to charitable giving so…
- By: Stewart Lewis
- February 1, 2015 November 6, 2019
- 00:00
Financial checkup: Widower focused on daughters
Jacob, a 50-year-old widower in Winnipeg with 12-year-old twin daughters, should be able to spend enough to ensure that he and his children will be…
- By: Catherine Harris
- February 1, 2015 November 6, 2019
- 00:00
The insurance puzzle
While the core concept of insurance is simple, many clients find the topic confusing and intimidating. Your role is to simplify the sales process so…
- By: Megan Harman
- February 1, 2015 November 6, 2019
- 00:00
Coach’s Forum: The pros and cons of an offer to sell
When another advisor steps forward and offers to sell you his book, you may be tempted to just say yes. But you should ask several…
- By: George Hartman
- February 1, 2015 November 6, 2019
- 00:00
The multi-tasking delusion
Trying to do too much at once destroys productivity and reduces the quality of what gets done. Try these techniques to increase your effectiveness and…
- By: Dan Richards
- February 1, 2015 November 6, 2019
- 00:00
Tech tips: Get on your own private cloud
Establishing off-site data storage for your business has two key benefits over the use of cloud-based storage providers: Your sensitive files can't be accessed by…
- By: Danny Bradbury
- February 1, 2015 November 6, 2019
- 00:00
Becoming a specialist
Building a niche practice allows you to use your time and skills to serve a unique group of clients with a common set of characteristics…
- By: Dwarka Lakhan
- February 1, 2015 November 6, 2019
- 00:00
Keeping the recovery going
The U.S. is one of the brighter spots among world economies. But with a sharply rising currency and markets nervous over the effects of plummeting…
- By: Carlyle Dunbar
- January 15, 2015 November 6, 2019
- 00:00
Disinflation is a good thing
Financial markets are worried about deflation, particularly in Europe but also elsewhere. In the U.S., the combination of steep drops in oil prices and a…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Regulators aim to finalize rules
Global financial regulators have made considerable progress in 2014 on reforms sparked by the 2007-09 global financial crisis. In the year ahead, regulators will continue…
- By: James Langton
- January 15, 2015 November 6, 2019
- 00:00
Corporate bonds call for caution
Although yield spreads for corporate issues over government bonds have tightened, the premiums still are attractive. But you and your clients must remember that when…
- By: Andrew Allentuck
- January 15, 2015 November 6, 2019
- 00:00
Resources take a sharp dive
The drop in oil prices has precipitated a decline in energy stocks. However, they could rebound if oil prices begin rising. In contrast, no quick…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
China slowing, but still healthy
As the world's second-largest economy assumes a more sustainable rate of growth, fund portfolio managers remain optimistic. The government has chopped lending rates and announced…
- By: Jade Hemeon
- January 15, 2015 November 6, 2019
- 00:00
Care required at home
With high stock valuations in attractive sectors and commodities in a slump, Canadian investors are treading carefully
- By: Fiona Collie
- January 15, 2015 November 6, 2019
- 00:00
Volatility still a key theme
Most portfolio managers have their eyes set on equities, but their enthusiasm is tempered by rich valuations for U.S. stocks and the potential that the…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Gold prices stuck in neutral
Most portfolio managers suggest that gold prices won't generate much excitement this year, but there is a school of thought that runs contrary to that…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00
Tough economic choices for Japan
The amount of money Japan's government can spend to stimulate that economy is limited by its monumental public-sector debt. Thus, the government needs to find…
- By: Tessie Sanci
- January 15, 2015 November 6, 2019
- 00:00
Bond rates hinge on world economy
Most economists have predicted rate increases annually since 2009, but those predictions have not come true and rates have remained low. Once again, the consensus…
- By: Andrew Allentuck
- January 15, 2015 November 6, 2019
- 00:00
Asia keeps pace, to China’s beat
Growth in Asian countries (excluding China) is being driven by a healthy combination of external demand and rising domestic consumption. Potential tightening of global financial…
- By: Jade Hemeon
- January 15, 2015 November 6, 2019
- 00:00
US$ on an upward surge
Thanks to a confluence of factors, the U.S. dollar (US$) is expected to continue to rise against most currencies, including the euro, the Japanese yen…
- By: Catherine Harris
- January 15, 2015 November 6, 2019
- 00:00