Surviving a moment of truth
How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure…
- By: Dan Richards
- November 23, 2018 November 6, 2019
- 00:11
Latest news in Building Your Business
The value of mentorship
Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a…
- By: Dwarka Lakhan
- November 23, 2018 November 6, 2019
- 00:10
Protecting your business
New book highlights the core issue that threatens client/advisor relationships
- By: George Hartman
- November 23, 2018 November 6, 2019
- 00:09
Just say “no” to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
- By: Woodrow Pelley
- November 23, 2018 November 17, 2019
- 00:08
Destination retirement
Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their…
- By: Fiona Collie
- November 9, 2018 November 6, 2019
- 00:18
Fulfilling the bucket list
Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has…
- By: Woodrow Pelley
- November 9, 2018 November 6, 2019
- 00:17
Who doesn’t need an RRSP?
For some clients - such as young people just beginning their careers and some business owners - other options may be preferable
- By: Fiona Collie
- November 9, 2018 November 6, 2019
- 00:16
Plan early for health-care expenses
The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s
- By: Dwarka Lakhan
- November 9, 2018 November 6, 2019
- 00:15
Put house values into perspective
As real estate prices rise, clients should not be counting on these assets to fund their retirement
- By: Catherine Harris
- November 9, 2018 November 6, 2019
- 00:14
Business owners need special advice
Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans
- By: donalee Moulton
- November 9, 2018 November 6, 2019
- 00:13
Enhanced CPP to have big impact
In the short term, self-employed and business-owner clients probably will feel the negative effects of the CPP's expansion. In the longer term, the changes will result…
- By: Rudy Mezzetta
- November 9, 2018 November 6, 2019
- 00:12
A reliable source of income
Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment…
- By: Dwarka Lakhan
- November 9, 2018 November 6, 2019
- 00:11
Clients need up-to-date wills
There are various matters to consider - including updating beneficiary and executor designations - when discussing wills with your clients to ensure a smooth transfer…
- By: Leah Golob
- November 9, 2018 November 6, 2019
- 00:10
Tech Tips: Technology made simpler
Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly
- By: Danny Bradbury
- November 9, 2018 November 6, 2019
- 00:09
Parental guidance
Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead
- By: Catherine Harris
- October 26, 2018 November 6, 2019
- 00:06
A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…
- By: George Hartman
- October 26, 2018 November 6, 2019
- 00:05
Tech Tips: Get your email under control
There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…
- By: Danny Bradbury
- October 26, 2018 November 6, 2019
- 00:04
Taking centre stage with clients
Sara Zollo, who began her career as a financial advisor at age 22, says she has learned a great deal from her clients about anticipating…
- By: Leah Golob
- October 26, 2018 November 6, 2019
- 00:04
Little leeway for feds in next budget
Solid economic growth and the recently negotiated U.S./Mexico/Canada Agreement for trade are points of strength, but the large deficit doesn't give Ottawa much room to…
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:16
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
Income splitting in the age of TOSI
Although the new "tax on split income" rules target adult children and spouses of business owners, there are exceptions that permit income splitting under certain…
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:14
Changes coming for RDSPs?
Senate committee's recommendations would increase enrolment and make accessing funds easier for planholders
- By: Fiona Collie
- October 12, 2018 November 9, 2019
- 00:13
Coming clean on foreign property
The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties
- By: Dwarka Lakhan
- October 12, 2018 November 9, 2019
- 00:12
Changes to VDP raise questions
The CRA revised its voluntary disclosure program, which may deter some taxpayers from coming forward. Applications to the program are down significantly since the changes…
- By: Fiona Collie
- October 12, 2018 November 9, 2019
- 00:11
Running a business through a TFSA?
The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the…
- By: Dwarka Lakhan
- October 12, 2018 November 9, 2019
- 00:10