Credit where it’s due
Make sure clients over the age of 65 take steps to trigger the pension income credit. The often overlooked credit can present tax-planning opportunities
- By: Rudy Mezzetta
- November 7, 2014 November 6, 2019
- 00:00
Latest news in Building Your Business
Avoiding RRSP season’s stress
RRSP season can bring on a hectic schedule of client meetings, late nights and other obligations. If you aren’t prepared, you could be left feeling…
- By: Clare O’Hara
- November 7, 2014 November 6, 2019
- 00:00
Pension plan or tax?
While the proposed Ontario Retirement Pension Plan is receiving some nods, critics argue that mandatory contributions may hurt employers
- By: Catherine Harris
- November 7, 2014 November 6, 2019
- 00:00
Do clients need to add global assets?
Even though Canadian equities markets are highly concentrated in a few sectors - and small compared with other markets - many clients remain uneasy about…
- By: Dwarka Lakhan
- November 7, 2014 November 6, 2019
- 00:00
Snowbirds should check rules
Canadian clients who spend significant amounts of time outside the country every year risk losing their health benefits, as well as possibly facing negative tax…
- By: Rudy Mezzetta
- November 7, 2014 November 6, 2019
- 00:00
Understanding the overcontribution rules
Tax rules allow for inadvertent overcontributions to a client's RRSP, which can grow tax-free for decades. But there are strict limits on the amount -…
- By: Dwarka Lakhan
- November 7, 2014 November 6, 2019
- 00:00
Security of guaranteed income
Clients worried about outliving their money can receive steady income, but these products are not all the same - some comparison shopping is recommended. And…
- By: Susan Yellin
- November 7, 2014 November 6, 2019
- 00:00
Indexed annuities come with costs
To offset inflation within an annuity, some insurers offer an indexing option, in which the payments that a client receives increase over time. But this…
- By: Megan Harman
- November 7, 2014 November 6, 2019
- 00:00
Debt is changing retirement
More Canadians are retiring with debt than ever before. Although this situation is not ideal, it can make sense for some clients - but only…
- By: Geoff Kirbyson
- November 7, 2014 November 6, 2019
- 00:00
Boost the value of your business
There are some steps you can take that not only will maximize the value of your business when you're set to transfer it to another…
- By: George Hartman
- October 31, 2014 November 6, 2019
- 23:00
Less light can mean darker moods
Feeling a little down - both mentally and physically - during the winter months is normal. There are ways to fight the winter blahs through…
- By: Wendy Cuthbert
- October 26, 2014 November 6, 2019
- 23:00
Lessons from Air Canada
Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer"…
- By: Dan Richards
- October 26, 2014 November 6, 2019
- 23:00
Host a better webinar
A webinar is an effective way to deliver a message to your target audience. The key is to choose a compelling topic
- By: Dwarka Lakhan
- October 26, 2014 November 6, 2019
- 23:00
A checklist for snowbird clients
Clients who winter in the warmer U.S. states need to be aware of several important requirements in order to remain on the right side of…
- By: Wendy Cuthbert
- October 26, 2014 November 6, 2019
- 23:00
Financial Checkup: Laid-off 60-year-old need not fear
Although Susan, who recently was let go from her job, had been counting on an annual salary of $80,000 for the next five years to…
- By: Catherine Harris
- October 26, 2014 November 6, 2019
- 23:00
Get people to know you
There are three steps that financial advisors can take in their "path to visibility" in order to increase their opportunity to be noticed and remembered…
- By: George Hartman
- October 26, 2014 November 6, 2019
- 23:00
Halifax advisor forges her own path
Laurie Stephenson is not the corporate type. She left a major national firm almost two decades ago to hang out her own shingle and build…
- By: donalee Moulton
- October 26, 2014 November 6, 2019
- 23:00
Fixing a bad habit – with tact
When correcting an otherwise valuable team member's behaviour, take a positive approach. Point out the employee's strengths before broaching the problem
- By: Wendy Cuthbert
- October 26, 2014 November 6, 2019
- 23:00
Tech Tips: Signing on the electronic line
Ink-on-paper signatures are inconvenient, insecure and outdated. Regulators and legislation now accept the legitimacy of electronic signatures, and several suppliers offer digital signature systems
- By: Danny Bradbury
- October 26, 2014 November 6, 2019
- 23:00
Take records into the digital world
Keeping paper records of insurance documents is outdated, unreliable and inconvenient - think: misplaced papers and overflowing filing cabinets. Going digital means your documents are…
- By: Megan Harman
- October 26, 2014 November 6, 2019
- 23:00
Should you hire an assistant?
When paperwork and other administrative tasks are keeping you away from what you do best, it may be time to seek help. Here's what you…
- By: Olivia Glauberzon
- October 26, 2014 November 6, 2019
- 23:00
The “celebrity effect”
Banks and large investment dealers are using high-profile speakers to build the companies' brands and develop goodwill among their clients. Can advisors do the same?
- By: Geoff Kirbyson
- October 23, 2014 November 6, 2019
- 23:00
Taking advantage of RESPs
A registered education savings plan is a great way to save for a child's post-secondary education. However, you should take advantage of the Canada education…
- By: Andrew Allentuck
- October 14, 2014 November 6, 2019
- 23:00
Exempt test for life policies revised
The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their…
- By: Megan Harman
- October 14, 2014 November 6, 2019
- 23:00
Taxpayers feel the taxman’s wrath
Three taxpayers recently found out that, whether or not they made mistakes on a technical rule, tried to game the system or got caught up…
- By: Jim Middlemiss
- October 14, 2014 November 6, 2019
- 23:00