Managing turbulence
A former pilot, Robin Douglas steers a steady course
- By: Brian Lewis
- December 1, 2008 December 1, 2008
- 10:27
Latest news in Building Your Business
Check twice before you send that e-mail
Sending e-mails to unintended recipients is not that uncommon, but it can be prevented
- By: Monica Joseph-McIntyre
- December 1, 2008 December 1, 2008
- 10:27
Ensuring your price is right
Talking to clients about fees is no easy feat, but there are ways to make it smoother
- By: Dan Richards
- December 1, 2008 December 1, 2008
- 10:27
Wow your clients with snazzy presentations
Show clients information about their finances using cool tools; just don’t get too carried away with the bells and whistles
- By: Danny Bradbury
- December 1, 2008 December 1, 2008
- 10:27
Put yourself in the client’s shoes
Henry had developed a strategy to realize his vision, developed a marketing program to attract the right people and had an effective process for converting…
- By: George Hartman
- December 1, 2008 December 1, 2008
- 10:27
Avoiding cross-cultural gaffes
Understanding some of your clients’ traditions and customs can prevent inadvertent social miscues
- By: Laura Bobak
- December 1, 2008 December 1, 2008
- 10:27
Learning the steps to business growth
Whether it’s taking time out from a family holiday to return a phone call from a client or hosting a sushi-making class for a group…
- By: Wendy Cuthbert
- December 1, 2008 December 1, 2008
- 10:25
Onus on advisors to spot money laundering
There are various red flags you should look for and report; if you don’t, you may face stiff penalties
- By: Laura Bobak
- December 1, 2008 December 1, 2008
- 10:25
Setting up a process for service delivery
Once you’ve landed the clients, it’s crucial to develop a plan that matches service levels to client segments
- By: George Hartman
- December 1, 2008 December 1, 2008
- 10:25
Planners can help with divorce, but beware the landmines
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
- By: Maureen Halushak
- December 1, 2008 December 1, 2008
- 10:25
Blow up your business, become a star
Creative destruction is often the best course for an ailing financial advisory firm
- By: George Hartman
- December 1, 2008 December 1, 2008
- 10:25
Registered plans now protected from creditors
But clients must be aware that there are several conditions if the assets are to be protected in the case of bankruptcy
- By: Jade Hemeon
- November 10, 2008 November 10, 2008
- 15:13
Retiring in the red
More older Canadians are struggling with debt
- By: Paul Webster
- November 10, 2008 November 10, 2008
- 14:33
Vehicle helps parents care for disabled children
With lifetime benefit trusts, disabled children can receive funds from parents’ RRSPs — without losing government benefits
- By: Alison MacAlpine
- November 10, 2008 November 10, 2008
- 14:33
Strategy could save thousands in taxes, clawbacks
Clients can transfer 50% of eligible pension income to lower-income spouse — the challenge is knowing when it’s beneficial
- By: Rosemary McCracken
- November 10, 2008 November 10, 2008
- 14:33
An effective means for couples to split income
Even with pension income-splitting available, a spousal RRSP allows couples to fine-tune their incomes in retirement
- By: Alison MacAlpine
- November 10, 2008 November 10, 2008
- 14:33
Transferring non-registered assets
No cash, but lots of contribution room? Clients can move certain investments into their RRSPs
- By: JoAnne Sommers
- November 10, 2008 November 10, 2008
- 14:33
TFSAs a versatile planning tool for senior clients
Because there are no age limits, RRIF payments can be reinvested in a TFSA; assets can be withdrawn without clawbacks
- By: Rudy Mezzetta
- November 10, 2008 November 10, 2008
- 14:33
Mandatory withdrawals unavoidable, but manageable
Experts offer strategies to help clients manage RRIFs so they minimize taxes and meet their individual goals
- By: Rosemary McCracken
- November 10, 2008 November 10, 2008
- 14:33
Removing money from RRSPs without tax consequences
Clients can take advantage of the Homebuyers’ Plan and the Lifelong Learning Plan
- By: Olivia Glauberzon
- November 10, 2008 November 10, 2008
- 14:33
Governments make it easier to work past 65
In some cases, clients can draw partial pensions benefits and still accrue pension benefits
- By: Paul Brent
- November 10, 2008 November 10, 2008
- 14:33
Into which accounts should you put which assets?
The new tax-free savings account has altered the landscape when it comes to asset allocation
- By: Rudy Mezzetta
- November 10, 2008 November 10, 2008
- 14:33
Adding guarantees to your clients’ portfolios
There are a range of products that can help your risk-averse clients sleep at night and protect their retirement savings
- By: Gavin Adamson
- November 10, 2008 November 10, 2008
- 14:33
Taking steps to protect your clients’ portfolios
Even in the best of times, portfolios are at risk for currency fluctuations, inflation and market volatility
- By: Catherine Harris
- November 10, 2008 November 10, 2008
- 14:33
Many options, but how many takers?
The range of RRSP loans available to investors is growing, and so are the options
- By: Paul Webster
- November 10, 2008 November 10, 2008
- 14:33