An efficient, passive investment
Exchange-traded funds give you a wider range of options for building balanced portfolios for your clients
- By: Dwarka Lakhan
- November 14, 2011 November 6, 2019
- 15:49
Latest news in Building Your Business
Spousal RRSPs offer flexibility
While pension income can be split, spousal RRSPs offer more options for reducing household taxes
- By: Andrew Bilski
- November 14, 2011 November 6, 2019
- 15:36
Are PRPPs a good choice?
The federal government is proposing that companies without pension plans start offering pooled registered pension plans. But it’s not clear they are the best route…
- By: Catherine Harris
- November 14, 2011 November 6, 2019
- 15:26
Reducing risk with bonds
With stock markets still unsetttled, more RRSP investors may be receptive to adding bonds using low-cost funds or ETFs
- By: Andrew Allentuck
- November 14, 2011 November 6, 2019
- 15:08
Helping at the end
Working with older clients who are approaching retirement or already there can lead to more situations in which end-of-life tasks loom large
- By: Rosemary McCracken
- November 14, 2011 November 6, 2019
- 14:57
Ditch the beans and cold-water flat
Changes in latitude, changes in attitude. Many Canadians long to give up the daily grind and live where flowers bloom year-round, snow doesn’t exist and…
- By: Jade Hemeon
- November 14, 2011 November 6, 2019
- 14:45
Retiring retirement
The boomers are determined to “stay alive” in retirement, and many are renewing their engagement with the workplace to do so. You can help your…
- By: Jade Hemeon
- November 14, 2011 November 6, 2019
- 14:28
New CPP rules affect plans
Some clients will be able to begin collecting pension benefits while still working full-time. For others, the financial advantages of retiring later have increased
- By: Fiona Collie
- November 14, 2011 November 6, 2019
- 14:22
Inflation fighters cut longevity risk
While rising interest rates are not of immediate concern, even modest inflation can put clients’ future buying power in jeopardy. Some vehicles, such as real-return…
- By: Catherine Harris
- November 14, 2011 November 6, 2019
- 14:14
The word from the front lines
If your clients aren’t convinced of the importance of planning for life after work, perhaps they’ll take advice from those who can vouch for it…
- By: Megan Harman
- November 14, 2011 November 6, 2019
- 14:04
Post-work planning
Retirement brings much more than the end of regular work. Concerns about finances need to be supported by full discussions about how clients plan to…
- By: Megan Harman
- November 14, 2011 November 6, 2019
- 13:56
Should you keep your BlackBerry?
Research In Motion’s share value has been dropping since the launch of its disappointing tablet and the recent massive failure of its marquee product. What’s…
- By: Danny Bradbury
- October 31, 2011 November 6, 2019
- 12:24
Building a better practice
To be successful in today’s environment, it is no longer enough to be good at your craft as a financial advisor. You also have to…
- By: George Hartman
- October 31, 2011 November 6, 2019
- 12:16
Designation boosts credibility
Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients…
- By: Olivia Glauberzon
- October 31, 2011 November 6, 2019
- 12:11
Extended vacation is doable
A couple, both of whom are 50 years old, want to take off the next two years to travel and catch up on their hobbies.…
- By: Catherine Harris
- October 31, 2011 November 6, 2019
- 11:58
Setting the course for new advisors
John McCallum spends many hours as director of business development for Freedom 55 Financial in Vancouver teaching and mentoring those who are beginning their careers…
- By: Brian Lewis
- October 31, 2011 November 6, 2019
- 11:26
What to expect from an E&O claim
A client is upset with an error you made, perceived or otherwise. What can you expect?
- By: Wendy Cuthbert
- October 31, 2011 November 6, 2019
- 11:20
Living dangerously
The risks of not carrying enough E&O insurance can be “astronomical,”
- By: Wendy Cuthbert
- October 31, 2011 November 6, 2019
- 11:09
E&O insurance: Are you protected?
If you have errors and omissions insurance, you have taken a step in the right direction. Take a close look at your policy to make…
- By: Wendy Cuthbert
- October 31, 2011 November 6, 2019
- 10:56
What’s your business worth?
When it comes to selling a financial advisory practice, the traditional definition of fair market value does not apply. Intangible assets such as goodwill and…
- By: George Hartman
- October 31, 2011 November 6, 2019
- 10:41
In touch when it matters
During times of market volatility and economic uncertainty, it’s more important than ever that you initiate communications with your clients
- By: Dan Richards
- October 31, 2011 November 6, 2019
- 10:15
Get out your clipboard
In recent blog posts, lawyer Matthew Kelleher of McCarthy Tétrault LLP offers business owners tips on what to do before selling their company.
- By: Fiona Collie
- October 18, 2011 November 6, 2019
- 14:10
Helping small businesses cash out
Canadian tax laws give substantial breaks to small-business owners with active companies who are nearing retirement. Being available to help with the handoff can help…
- By: Fiona Collie
- October 18, 2011 November 6, 2019
- 13:58
A yearend tax checklist
The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure…
- By: Olivia Li
- October 18, 2011 November 6, 2019
- 13:50
Few tax breaks from the provinces
Most provinces are still labouring to reduce the deficits they ran up following the 2008 financial crisis and have little to offer taxpayers in the…
- By: Catherine Harris
- October 18, 2011 November 6, 2019
- 12:56