Help clients face the quagmire of support payments
Confusion surrounds child support agreements and court orders made before May 1997, when the system changed
- By: Maureen Halushak
- October 16, 2006 October 16, 2006
- 12:54
Latest news in Building Your Business
Flow-through shares can create double tax break
A strategy only for top-income Canadians, who can benefit from the write-offs and withstand exposure to high-risk stocks
- By: Jade Hemeon
- October 16, 2006 October 16, 2006
- 12:54
Thousands of taxpayers miss out through lack of knowledge
In some circumstances, tax credits can be obtained for air conditioning, adapting a vehicle, driving to a medical facility
- By: Lara Hertel
- October 16, 2006 October 16, 2006
- 12:54
Minimize RRSP tax hit at time of death
Special circumstances when surviving partner is not named as beneficiary, or child is named
- By: Monica Townson
- October 16, 2006 October 16, 2006
- 12:54
Technical analysis made faster, easier
Possible to cover thousands of potential investments, from equities to exchange-traded funds and commodities
- By: Dwarka Lakhan
- October 3, 2006 October 3, 2006
- 11:02
How to avoid the perils of travel with technology
Financial advisors are familiar with the essentials of traditional travel: toothbrush, clean underwear and a freshly pressed shirt or blouse. The essentials of high-tech travel…
- By: donalee Moulton
- October 3, 2006 October 3, 2006
- 11:02
Diligence and discipline at “firm within a firm”
Harbour Group advisors have $2.4 bil. in AUM
- By: Wendy Cuthbert
- October 3, 2006 October 3, 2006
- 10:28
Work-stressed parents give children the wrong message
Put away the BlackBerry, eat dinner together, limit evening activities and keep a sense of humour
- By: JoAnne Sommers
- October 3, 2006 October 3, 2006
- 10:28
You might not like the price, but you will like the protection
Spend the money to hire a lawyer for a partnership agreement, incorporation, growth and winding up the business
- By: Matthew Rush
- October 3, 2006 October 3, 2006
- 10:28
Help older clients prepare for annual migration
Before snowbirds spread their wings and fly away, they should take steps to protect their property and their health
- By: Rosemary McCracken
- October 3, 2006 October 3, 2006
- 10:28
Before your snowbird clients leave home
Before your snowbird clients depart for warmer climes, you’ll want to meet with them to review their investment portfolios and budgets and discuss tax issues.…
- By: Rosemary McCracken
- October 3, 2006 October 3, 2006
- 10:28
Recreational properties are hot
One of the hottest areas in Canadian real estate these days is the recreational property market, as boomers and younger Canadians race to buy prime…
- By: Jade Hemeon
- October 3, 2006 October 3, 2006
- 10:28
Don’t let storms wash out your computer data
Wrap water-damaged computers to keep them wet; store backup discs at another location; use a surge protector
- By: Danny Bradbury
- October 3, 2006 October 3, 2006
- 10:28
Building savings
More people are counting on home equity to shelter them from a retirement crunch
- By: Jade Hemeon
- October 3, 2006 October 3, 2006
- 10:28
Tax relief for disabled could get a boost
Federal panel seeks input on ways the tax system might be used to help families meet the needs of disabled adult children
- By: Stewart Lewis
- October 3, 2006 October 3, 2006
- 10:28
First person:
Treat all clients equally — invite everyone
Don’t talk to John O’Connell or his team at RBC Dominion Securities Inc.’s The Harbour Group about client segmentation. He’ll hear nothing of it.“That ‘I’ll…
- By: Wendy Cuthbert
- October 3, 2006 October 3, 2006
- 10:28
Gadget junkie gets tangled up in technology
While advisor tries to keep up with the latest releases, his practice starts spinning out of control
- By: George Hartman
- October 3, 2006 October 3, 2006
- 10:28
How to use the Internet to solve problems
The Internet probably is causing many of your high-tech headaches, but it also can help solve them
- By: Glenn Flanagan
- October 3, 2006 October 3, 2006
- 10:28
Ranks of financial services volunteers thin out
Fewer of the newer generation joining the industry, and many are too busy to participate
- By: Laura Pratt
- October 3, 2006 October 3, 2006
- 10:28
Statistics blow business myths out of the water
Authors want business people to replace age-old tenets with tactics that really work
- By: George Hartman
- October 3, 2006 October 3, 2006
- 10:28
Gifts to top clients make a statement
Don’t get lost in the shuffle. Add a personal touch to make an impact
- By: Dan Richards
- October 3, 2006 October 3, 2006
- 10:24
Organizing the disorganized office
Use space, colour and work tools to show how organized you are
- By: donalee Moulton
- August 30, 2006 August 30, 2006
- 13:56
Fund firms need to make their sites indispensable
Firms must beef up Web sites to garner closer ties with advisors, who now are Internet-savvy and expect quality
- By: Glenn Flanagan
- August 30, 2006 August 30, 2006
- 13:52
Due diligence is a serious responsibility
There are key areas to watch, whether reports are done by an in-house committee or contracted out to a service
- By: Stewart Lewis
- August 30, 2006 August 30, 2006
- 13:50
Tax shelter warning signs
The Canada Revenue Agency says there are several warning signs indicating potential problems with a tax shelter:> the tax shelter is promoting an opportunity to…
- By: Stewart Lewis
- August 30, 2006 August 30, 2006
- 13:48