Tax shelter warning as schemes get more sophisticated
CRA waves red flag on tax shelters that involve investment clubs or associations that offer high-yield offshore investments
- By: Stewart Lewis
- August 30, 2006 August 30, 2006
- 13:45
Latest news in Building Your Business
A loud and clear need to address hearing ills
A decline in hearing ability can lead to withdrawal, depression, stress — not to mention poor job performance
- By: Celia Milne
- August 30, 2006 August 30, 2006
- 13:41
Legal agreement helps families find a suite deal
When two generations live together, expectations, finances and care duties should be spelled out
- By: Rosemary McCracken
- August 30, 2006 August 30, 2006
- 13:38
Serving a niche market well allows U.S. firm to excel
Keats Connelly’s business is advising cross-border clients. It has assembled a daunting knowledge set of legal and tax issues
- By: Jade Hemeon
- August 30, 2006 August 30, 2006
- 13:36
Help clients with decisions based on life stages
Advisors also can benefit by implementing a segmentation strategy based on Manulife’s WealthStyles
- By: Dwarka Lakhan
- August 30, 2006 August 30, 2006
- 13:32
Questions that can help make you a great advisor
It’s the questions you ask, rather than the products you sell, that will make the difference
- By: George Hartman
- August 30, 2006 August 30, 2006
- 13:28
Same-sex couples need to firm up estate plans
When a substantial estate is involved, family members may contest a will that names the same-sex spouse as beneficiary
- By: Wendy Cuthbert
- August 30, 2006 August 30, 2006
- 13:23
Adding expertise
You may want to improve your practice and the service you provide by adding a specialized qualification. Here’s how to choose the one that suits…
- By: Grant McIntyre
- August 30, 2006 August 30, 2006
- 13:17
Getting it right — right from the start
A former pharmaceutical rep, this novice planner was accustomed to more enthusiasm about his message
- By: George Hartman
- August 30, 2006 August 30, 2006
- 12:18
Harness the power of e-mail
E-mail has changed the way we communicate — yet it is underutilized
- By: Dan Richards
- August 30, 2006 August 30, 2006
- 12:08
Former marketing exec fishes for clients at local retailers
IPC advisor Wayne Baxter is now so busy he is boosting to $200,000 the minimum investible asset level for new clients
- By: Grant McIntyre
- July 10, 2006 July 10, 2006
- 12:46
The sandwich generation
Caught between their children and their aging parents, many baby-boomer clients are feeling squeezed, both financially and emotionally
- By: Wendy Cuthbert
- July 10, 2006 July 10, 2006
- 12:46
Late-life fathers may have to adjust finances
Steps to consider include postponing retirement, revising financial plan, setting up a trust, boosting life insurance
- By: Rosemary McCracken
- July 10, 2006 July 10, 2006
- 12:46
It really is possible to get something for nothing
Advisors who register free of charge to use GlobeAdvisor.com can also get GlobeAdvisor ProStation
- By: Dwarka Lakhan
- July 10, 2006 July 10, 2006
- 12:46
Health perks keep financial services execs in top form
Private clinics are offering medical services and assessments beyond what is covered by the provincial health insurance plans
- By: Celia Milne
- July 10, 2006 July 10, 2006
- 12:46
Life insurance now available for travel to parts of Israel
Special consideration is needed, however, for Jerusalem’s “old city,” which is holy to Christians, Jews and Muslims
- By: Stewart Lewis
- July 10, 2006 July 10, 2006
- 12:46
Quebec chases $500 million lost in trust tax loophole
Legal and tax advice are recommended for beneficiaries or trustees of a Quebec trust, based on the province’s unique tax structure
- By: Stewart Lewis
- July 10, 2006 July 10, 2006
- 12:46
Canadians turn to PET scans for health picture
But access to this cutting-edge technology is limited
- By: Jade Hemeon
- July 10, 2006 July 10, 2006
- 12:46
Without a captain, this ship could founder
Four professionals who work together under the “family office” concept discover they need more than the will to succeed
- By: George Hartman
- July 10, 2006 July 10, 2006
- 12:46
Summer downtime an opportunity to hone your business
Get organized, prepare a fall seminar, clean up the clutter, play golf with a client — and reward your team with extra time off
- By: Monica Joseph-McIntyre
- July 10, 2006 July 10, 2006
- 12:46
A look at the gadgets in your future
World’s Fair showed an ingenious idea can take years to make its way to the consumer
- By: Glenn Flanagan
- July 10, 2006 July 10, 2006
- 12:46
Higher tuition costs demand tough strategies
Help clients calculate when to open an RESP, where to find funds to contribute and how to get government grants
- By: Wendy Cuthbert
- June 2, 2006 June 2, 2006
- 10:48
Insurance program goes beyond price
Although cost is important, LifeGuide also indicates value for money
- By: Dwarka Lakhan
- June 2, 2006 June 2, 2006
- 10:48
Group education plans come under fire
Pools say they account for more than half of all RESPs — despite complaints over marketing, fees
- By: Wendy Cuthbert
- June 2, 2006 June 2, 2006
- 10:48
Hub offers user-friendly pensions
Business owners, professionals and executives can reap benefits from IPPs
- By: Stewart Lewis
- June 2, 2006 June 2, 2006
- 10:48