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Taking responsibility

Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…

  • By: Leah Golob
  • October 27, 2017 October 27, 2017
  • 00:50

Ease into a fitness program

Here’s one thing all financial advisors know: exercise is good for both the mind and the body. Unfortunately, many advisors don’t act on that knowledge.…

The rules of success have changed

The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is…

Joint pain

Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire

Gearing up for yearend

There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures…

Improvements looming at CRA

After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists…

CRA may tighten key program

Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program…

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…

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…

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…

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,…

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…

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…

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…

Meet the family

Family meetings are important estate planning tools

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…

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…

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 December 18, 2017
  • 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…

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.…

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…

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 December 18, 2017
  • 23:45

Retirement myths and mistakes

Help your clients avoid these common misconceptions and missteps that can put their retirement at risk

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 December 18, 2017
  • 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…