Causes for cautious optimism
Uncertainty abounds, but 2021 promises opportunities in equities markets
- By: Fiona Collie
- January 25, 2021 January 25, 2021
- 00:07
Latest news in Building Your Business
The bond outlook for 2021
Where the virus goes, so go markets
- By: Andrew Allentuck
- January 25, 2021 January 25, 2021
- 00:06
Insurers to build on pandemic innovations
Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies
- By: Rudy Mezzetta
- January 25, 2021 January 25, 2021
- 00:05
New year, new sense of optimism
Tips for refocusing and reframing after a tumultuous year
- By: Maddie Johnson
- January 25, 2021 January 22, 2021
- 00:04
Should your client refreeze their preferred shares?
As a business’s value drops, opportunity arises
- By: Michelle Schriver
- December 14, 2020 December 10, 2020
- 00:07
Optimizing your home office
Tips for maintaining your work/life balance, minimizing distractions and keeping physically fit while you work from home
- By: Maddie Johnson
- December 14, 2020 December 10, 2020
- 00:06
Speaking from experience
Nizar Esmail has lived through market swings and helps his clients find opportunities during times of turmoil
- By: Patricia Chisholm
- November 23, 2020 December 11, 2020
- 00:07
Compliance — friend or foe?
While your compliance department may seem as if it’s working against you, compliance is essential to protecting your clients and your business
- By: George Hartman
- November 23, 2020 December 11, 2020
- 00:06
Being flexible about retirement plans
The pandemic may cause your clients to rethink when to claim government benefits
- By: Fiona Collie
- November 2, 2020 November 17, 2020
- 00:14
Retirement income during a pandemic
Investment plans need to be flexible, but don't abandon tested strategies
- By: Katie Keir
- November 2, 2020 November 17, 2020
- 00:13
When the rug gets pulled out from under your client
Your client is a couple years away from retirement and just lost their job. Now what?
- By: Greg Dalgetty
- November 2, 2020 November 17, 2020
- 00:12
Preparing your clients psychologically for retirement
Retirement is a major lifestyle change that may lead to anxiety and other challenges
- By: Leah Golob
- November 2, 2020 November 17, 2020
- 00:11
Is now the time for annuities?
Low rates are here for the foreseeable future, but guaranteed income can still work for certain clients
- By: Dwarka Lakhan
- November 2, 2020 November 17, 2020
- 00:10
Make the most of a low-income year
Keep clients on track for retirement despite financial hardship
- By: Dwarka Lakhan
- November 2, 2020 November 17, 2020
- 00:09
Estate planning critical during a pandemic
While the coronavirus has highlighted the need for wills and powers of attorney, these documents are vital regardless
- By: donalee Moulton
- November 2, 2020 November 17, 2020
- 00:08
Should I sell my practice during the pandemic?
You might not get the price you want and are you sure you're ready to take the plunge?
- By: George Hartman
- November 2, 2020 November 17, 2020
- 00:07
A step back for women in finance
The pandemic has made work/life balance more difficult
- By: Alizée Calza
- November 2, 2020 November 17, 2020
- 00:06
Tax planning and the CERB
Clients will appreciate your help in understanding which government benefits are taxable
- By: Rudy Mezzetta
- October 9, 2020 October 13, 2020
- 00:10
Claiming home-office expenses in a pandemic
A client whose employer required working from home during the pandemic may be able to claim expenses related their home office this year
- By: Rudy Mezzetta
- October 9, 2020 October 8, 2020
- 00:09
How the Democrats’ proposed tax policy could affect cross-border clients
Biden wants to make the wealthy and corporations pay more
- By: Michelle Schriver
- October 9, 2020 October 8, 2020
- 00:08
Get ready for new trust reporting rules
New disclosure rules come into effect in the 2021 tax year
- By: Dwarka Lakhan
- October 9, 2020 October 8, 2020
- 00:07
Post-pandemic tax audit hurdles
While the CRA has been flexible, tax professionals face challenges
- By: Katie Keir
- October 9, 2020 October 8, 2020
- 00:06
Tax Court catches up on back taxes
The Tax Court of Canada has implemented several tactics for clearing delayed cases, but don't expect a fully virtual courtroom
- By: Fiona Collie
- October 9, 2020 October 8, 2020
- 00:04
Keep clients calm through turmoil
Headlines may have your clients worried about the short term, but it's your job to keep them focused on the big picture
- By: Maddie Johnson
- October 9, 2020 October 8, 2020
- 00:03
CEWS audit requests draw ire
The CRA says it is in the test phase of the audits
- By: Katie Keir
- September 24, 2020 October 8, 2020
- 12:49