A conversation with a stockbroker sparked Brandt Butt’s initial interest in finance
What you need to know when advising American clients in Canada
Make sure clients are aware of these key deadlines before the end of the year
Tax factors may influence whether a policy is owned corporately or personally
Creditor account protection across Canada is a jurisdictional maze
Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community
Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial