Certain words make clients suspicious
When working with blended families, advisors have the difficult task of helping clients ensure their estate plan accounts for their children, stepchildren and spouse — as fairly as possible
2014 Canadian Hedge Fund Award winners announced
When clients settle down with new partners, advisors should help them make the appropriate adjustments to their estate plan
Audit reveals former salesman processed trades using signed blank forms for over a dozen clients
Jane Ambachtsheer, partner and global head of Mercer LLC’s responsible investment business, has been named to the 2015 Clean 50. This annual award, managed by the Toronto division, Delta Management Group LLC, recognizes individuals who advance the cause of sustainability and “clean capitalism” in Canada. Ambachtsheer also was named to Canada’s Clean 16, the financial […]
Guy Lemoine has been appointed to the board of the Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada). Lemoine, a lawyer, is a former vice chairman and commissioner of the Quebec Securities Commission, and a former president of that regulator’s adjudicative body, the Bureau de décision et de révision en valeurs mobilières. (fcollie@investmentexecutive.com). […]
There are various federal tax credits and deductions available for clients who are raising families
Advisors can help engage clients who are interested in RI
The list of costs your clients can claim can change from year to year - and vary among provinces. Clients who test the limits with extravagant claims for expenses such as travel and accommodation can expect a challenge from the CRA