Home Donalee Moulton

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year

  • November 23, 2018 January 10, 2019
  • 00:12

Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans

  • November 9, 2018 January 10, 2019
  • 00:13

Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make distributions. The CRA also is seeking more information about settlors, trustees and beneficiaries

  • October 12, 2018 January 20, 2019
  • 00:09

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

  • September 21, 2018 January 10, 2019
  • 00:14

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

  • August 24, 2018 January 10, 2019
  • 00:03

Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services: Mediation for divorcing couples and financial advice

  • June 22, 2018 January 10, 2019
  • 00:03

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

  • June 13, 2018 December 31, 2018
  • 10:30

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

  • June 12, 2018 January 5, 2019
  • 15:56

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

  • June 12, 2018 December 31, 2018
  • 10:30

Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice

  • June 11, 2018 December 25, 2018
  • 15:13