Market your business with a top-quality brochure
A polished and informative brochure can help you connect with clients; focus on specific needs and how you can meet them
- By: Monica Joseph-McIntyre
- October 29, 2007 October 29, 2007
- 13:39
Latest news in Building Your Business
Grey romance can make for messy finances
Single boomers are rewriting the rules of new relationships; advisors need to be wary of the pitfalls
- By: Rosemary McCracken
- October 29, 2007 October 29, 2007
- 13:34
Smart moves
What’s the best move you’ve made in your career? Your worst move? Ask these questions of enough financial advisors and you come up with an…
- By: Wendy Cuthbert
- October 29, 2007 October 29, 2007
- 13:03
Disability plans similar to RESPs
Proposed registered plans may not be ideal for clients in all asset levels
- By: Monica Townson
- October 29, 2007 October 29, 2007
- 13:03
Gain media exposure by giving value
Journalists will seek your input into their articles and shows if you prove informative, concise, reliable and timely
- By: George Hartman
- October 29, 2007 October 29, 2007
- 13:03
Hire an assistant that fits your business
Staffing is often cited as the No. 1 challenge for advisors looking to build their businesses. Many cite hiring a good assistant or junior advisor…
- By: Wendy Cuthbert
- October 29, 2007 October 29, 2007
- 13:03
Define clearly the business you’re in
When consumers don’t see value, they base their decisions on price
- By: Dan Richards
- October 29, 2007 October 29, 2007
- 13:03
Lessons learned
Building good relations with financial journalists will establish your reputation as a financial expert and generate free publicity for your services. By following the following…
- By: George Hartman
- October 29, 2007 October 29, 2007
- 13:03
CRA nails tax schemes
Tax-sheltered gifting arrangements subjected to audits
- By: Dwarka Lakhan
- October 17, 2007 October 17, 2007
- 09:18
Alberta tackles tax schemes
Province creates team to combat “Ontario shuffle” and “Quebec truffle”
- By: Geoff Kirbyson
- October 17, 2007 October 17, 2007
- 09:18
Capital gains, GST and income tax cuts loom
The Conservative government still has lots of promises to fulfil when it comes to tax reform
- By: James Langton
- October 15, 2007 October 15, 2007
- 14:07
Tax planners frustrated by proposals in limbo
Advisors are obliged to give clients parallel advice — how current legislation applies to them and how amendments could apply
- By: Rudy Mezzetta
- October 15, 2007 October 15, 2007
- 14:07
Provinces roll out tax changes
Tax rate cuts, tax credit hikes and increased tax brackets should be welcome
- By: Maureen Halushak
- October 15, 2007 October 15, 2007
- 14:07
Pension income-splitting could lower a couple’s taxes
Senior couples with pension income may now be able to save taxes by splitting their pension income between the two partners. But the strategy only…
- By: Monica Townson
- October 15, 2007 October 15, 2007
- 14:07
The argument for donating securities instead of cash
If your client wishes to donate to charity, under the new tax guidelines he or she may be further ahead giving securities rather than cash.In…
- By: Rosemary McCracken
- October 15, 2007 October 15, 2007
- 14:07
CRA is on the lookout for tax returns that raise red flags
Among the items the CRA wants to scrutinize carefully are RRSP contributions and charitable donations
- By: Maureen Halushak
- October 15, 2007 October 15, 2007
- 14:07
Changes introduced to reduce information-slip delays limbo
Legislation will make it easier for mutual fund companies to forward distribution statements to investors on time
- By: Jade Hemeon
- October 15, 2007 October 15, 2007
- 14:07
Expert leads effort to simplify Canada’s tax regime
Tax laws are highly confusing because there are rules, exceptions to the rules, exceptions to the exceptions, followed by overriding rules
- By: Kevin Marron
- October 15, 2007 October 15, 2007
- 14:07
Will ombudsman have teeth?
Watchdog’s ability to uphold taxpayer rights depends on who gets appointed
- By: Gavin Adamson
- October 15, 2007 October 15, 2007
- 14:07
New tax measures for clients with kids
But you may have to do a bit of digging to find the changes that apply to specific clients
- By: Wendy Cuthbert
- October 15, 2007 October 15, 2007
- 14:07
Key yearend tax strategies for clients
Consider selling investments with accrued capital losses; look into pension income-splitting
- By: Clare O’Hara
- October 15, 2007 October 15, 2007
- 14:07
Phasing into the golden years
Budget proposals may persuade older Canadians to stay in the workforce
- By: Monica Townson
- October 15, 2007 October 15, 2007
- 14:07
Holdout provinces mull over GST harmonization
Five provinces could see higher productivity and economic growth if they adopted a VAT, but could also face voter backlash
- By: Catherine Harris
- October 15, 2007 October 15, 2007
- 14:07
Green car initiatives not having a positive impact, critics say
Despite the federal government’s efforts, the green levy has not curtailed the sale of gas-guzzling SUVs so far this year
- By: Geoff Kirbyson
- October 15, 2007 October 15, 2007
- 14:07
Structuring joint parent-child accounts
Joint parent/child accounts are a popular tool to help manage an aging parent’s affairs and to finesse fee and regulatory issues. However, two recent Supreme…
- By: Peter Diekmeyer
- October 15, 2007 October 15, 2007
- 14:07