Busting referral myths
The key to getting more referrals begins by abandoning some misconceptions — such as the belief that you must mention introductions frequently and ask only…
- By: Dan Richards
- December 6, 2010 November 5, 2019
- 15:14
Latest news in Building Your Business
Australian rules
Financial planner Paul Sawtell serves his clients in Queensland from his home in northern Alberta
- By: Megan Harman
- December 6, 2010 November 5, 2019
- 15:14
Executor a demanding job
Being an executor can soak up vast amounts of time and energy. Professionals, such as trust agents at financial services institutions, can help executors navigate…
- By: Wendy Cuthbert
- November 15, 2010 November 5, 2019
- 11:03
Can clients live on less?
New research indicates that many Canadians may be overestimating how much they will need in retirement. But those with bigger dreams will still have to…
- By: Megan Harman
- November 15, 2010 November 5, 2019
- 11:03
Retirement, interrupted
Canadians past the age of retirement are increasingly choosing to keep working, often part-time. They need help from their financial advisors to assess what they…
- By: JoAnne Sommers
- November 15, 2010 November 5, 2019
- 11:03
Saving outside registered accounts
Many clients reach their contribution limits with registered accounts but still have capital to invest. With a little ingenuity, they can continue to invest in…
- By: Dwarka Lakhan
- November 15, 2010 November 5, 2019
- 11:03
Spouses can reduce RRIF payouts
Couples may have options for reducing taxes by keeping mandatory RRiF withdrawals low
- By: Jade Hemeon
- November 15, 2010 November 5, 2019
- 11:03
Staying in the game
Long-lived clients and anemic fixed-income returns mean that financial advisors should be looking for ways to keep investments growing strongly well into the retirement years
- By: Jade Hemeon
- November 15, 2010 November 5, 2019
- 11:03
The dementia challenge
Sharp increases in both dementia and awareness about the potentially devastating effects it can have on clients’ assets mean that advisors must be more vigilant…
- By: Rosemary McCracken
- November 15, 2010 November 5, 2019
- 11:03
Passing TFSAs to heirs
TFSAs are not always as simple as they look, and it is wise to review the rules regarding which heirs are entitled to continue holding…
- By: Rudy Mezzetta
- November 15, 2010 November 5, 2019
- 11:03
Look to annuities for income
Annuities are like life insurance products in reverse: A client buys an annuity with a lump-sum payment and the insurance firm then pays the client…
- By: Gavin Adamson
- November 15, 2010 November 5, 2019
- 11:03
Search for income takes a turn
The economic recovery is not yet on solid footing, so getting income from traditional products such as bonds, GICs and annuities is an exercise in…
- By: Catherine Harris
- November 15, 2010 November 5, 2019
- 11:03
Housing decisions weigh on retirees
It’s no surprise that the cost of housing — in all its aspects — has increased substantially. So, your clients, whether financially strained or well…
- By: Catherine Harris
- November 15, 2010 November 5, 2019
- 11:03
Reduce taxes with income-splitting
Many couples are not aware of the full range of options when it comes to splitting income, both before and after retirement. Good planning can…
- By: Wendy Cuthbert
- November 15, 2010 November 5, 2019
- 11:03
Another arrow in your quiver
RRSP loans are not for everyone. But, in some cases, they can help clients reach their retirement goals sooner
- By: Geoff Kirbyson
- November 15, 2010 November 5, 2019
- 11:03
GMWB features are changing
Although guaranteed minimum withdrawal benefit products have mostly cut back on payouts, these funds are still attractive to clients who value security
- By: Dwarka Lakhan
- November 15, 2010 November 5, 2019
- 11:03
Seminars are back
Frank Maselli demonstrates that organizing a successful event means connecting emotionally with your audience
- By: George Hartman
- October 29, 2010 November 5, 2019
- 15:41
The hard facts on cloud computing
“Software as a service” offers a variety of benefits, including easy access via a web browser, high-end data protection and significant cost savings. Here’s how…
- By: Danny Bradbury
- October 29, 2010 November 5, 2019
- 15:41
A sure way to grow your business
Only 53% of Canadians are knowledgeable about critical illness insurance, which indicates tremendous opportunity in that product space to grow your insurance-based business
- By: Dwarka Lakhan
- October 29, 2010 November 5, 2019
- 15:41
The lighter side of client contact
Advisor profiles
- By: Clare O’Hara
- October 29, 2010 November 5, 2019
- 15:21
Eldercare
Your boomer clients may need help in caring for their aging parents. They’ll have questions — from estate planning to housing and special care. You…
- By: Rosemary McCracken
- October 29, 2010 November 5, 2019
- 14:19
Business models
Silo partnerships vs professional ensembles
- By: George Hartman
- October 29, 2010 November 5, 2019
- 14:19
An audit is a learning opportunity
Compliance experts explain how you can turn an audit into a beneficial experience for your business
- By: Fiona Collie
- October 29, 2010 November 5, 2019
- 14:19
Pension gives client much leeway
Tanya, an investor who is separating from her husband, should be able to buy a two-bedroom condo in Vancouver and have enough money into retirement…
- By: Catherine Harris
- October 29, 2010 November 5, 2019
- 14:19