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New risks for fixed-income

With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge

Women face different headwinds

Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to…

  • By: Leah Golob
  • November 14, 2017 November 14, 2017
  • 00:50

How to help “Silver Surfers”

Technology can help older clients manage both long-term assets and daily finances

CPP: Answering your questions

Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…

Helping the kids inherit

Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…

ETFs: The value of starting early

Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…

Help older clients control debt

A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

Tech Tips: Appearance is everything

There are many features to consider when selecting a monitor for your computer. Understanding characteristics such as panel type, screen size and resolution can help…

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…

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…

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…

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