How the retirement savings landscape is changing
Advisors should be aware of new tax-free savings accounts, as well as new RRSP and RRIF rules
- By: Wendy Cuthbert
- November 10, 2008 November 10, 2008
- 14:33
Latest news in Building Your Business
Singles’ concerns come to the fore
This growing demographic has retirement needs and challenges that are unique
- By: Jade Hemeon
- November 10, 2008 November 10, 2008
- 13:23
A mixture of strengths
Building an effective team is a matter of choosing people with complementary strengths and skills, says Louis Paquet, vice president with National Bank Financial Ltd.…
- By: Kate Betts-Wilmott
- October 28, 2008 October 28, 2008
- 12:21
Avoiding voice-mail mistakes
Good habits can increase your chances of having messages returned
- By: Monica Joseph-McIntyre
- October 28, 2008 October 28, 2008
- 12:21
Make the most of reviews
Motivate clients, manage time and expect to make house calls
- By: Wendy Cuthbert
- October 28, 2008 October 28, 2008
- 10:54
The interview questions every advisor should ask
Getting a qualified candidate in for an interview is only half the battle. Here are some questions the experts pose to ensure they’re hiring the…
- By: Maureen Halushak
- October 28, 2008 October 28, 2008
- 10:54
Couple’s legacy is their grandsons’ education
The couple want to ensure there is money to cover education costs and still leave enough for a comfortable retirement
- By: Catherine Harris
- October 28, 2008 October 28, 2008
- 10:54
NBF team a family tradition
Louis Paquet’s practice targets dentists, doctors and pharmacists
- By: Kate Betts-Wilmott
- October 28, 2008 October 28, 2008
- 10:54
Make sure clients understand choices they’re making
Often the husband wants to keep the pension, while the wife wants the house — but you can’t eat the house
- By: Maureen Halushak
- October 28, 2008 October 28, 2008
- 10:54
Helping farmers face unique planning challenges
Organization helps advisors in various professions learn to advise farmers on financial and other issues
- By: Megan Harman
- October 28, 2008 October 28, 2008
- 10:54
How many, and for how long?
Henry has developed an effective marketing plan. His next step is to devise a system for managing the prospects that will come his way as…
- By: George Hartman
- October 28, 2008 October 28, 2008
- 10:54
Reach out to clients when markets turn rocky
A calm voice of reason and reminders that we’ve been through this before can allay fears and keep clients invested
- By: Wendy Cuthbert
- October 28, 2008 October 28, 2008
- 10:54
Take vitamin supplements with a dose of caution
Not all vitamins are good for all people, say experts, so you should check with a health professional before taking supplements
- By: Monica Joseph-McIntyre
- October 28, 2008 October 28, 2008
- 10:54
Business-owner clients need coverage
Policies can be used to replace income or to fund shareholders’ agreements, depending on the business
- By: Gavin Adamson
- October 28, 2008 October 28, 2008
- 10:54
Sprawling yarn gives generously
In an implausible but informative tale, class reunion becomes a discussion of charitable strategies
- By: George Hartman
- October 28, 2008 October 28, 2008
- 10:54
Managing the results of your marketing program
Once you’ve generated leads, you have to decide who goes into your sales pipeline, and how long they stay there
- By: George Hartman
- October 28, 2008 October 28, 2008
- 10:54
Kilimanjaro a school for advisors
Be prepared to work through discomfort if you want to reach the top
- By: Dan Richards
- October 28, 2008 October 28, 2008
- 10:54
Attracting talent
Making your practice a magnet for the employees you want
- By: Maureen Halushak
- October 28, 2008 October 28, 2008
- 10:54
Client-relationship management more important than ever
Whether server-based or online, a number of CRM programs strengthen communication with clients
- By: Danny Bradbury
- October 28, 2008 October 28, 2008
- 10:54
A host of programs can help smaller businesses
The problem for individuals and companies is finding the most useful program
- By: Diana Cawfield
- October 15, 2008 October 15, 2008
- 09:07
New protocol clarifies cross-border taxes
The new Canada-U.S. Tax Treaty will probably facilitate fund flows between the two countries, largely due to the elimination of the with-holding taxes on most…
- By: Dwarka Lakhan
- October 15, 2008 October 15, 2008
- 09:07
Changes coming for taxes on dividends
Companies may need more frequent annual reviews when it comes to the way they disburse corporate profits
- By: Monica Townson
- October 15, 2008 October 15, 2008
- 09:07
A place in the sun, or just a big headache?
Many Canadians are attracted to U.S. property but need to be aware of the associated costs and taxes
- By: Rosemary McCracken
- October 15, 2008 October 15, 2008
- 09:07
Taking advantage of the capital gains exemption
Experts suggest many small-business owners are unaware of the exemption available to them
- By: Geoff Kirbyson
- October 15, 2008 October 15, 2008
- 09:07
Leaving the U.S. can be very costly
The range and complexity of taxes that arise on departure can be daunting for affluent clients
- By: Rosemary McCracken
- October 15, 2008 October 15, 2008
- 09:07