You can help business-owner clients protect themselves should their businesses fail. And if a client must declare bankruptcy, rebuilding a credit rating is easier than many clients might think
Developing a learning relationship with a senior advisor or other professional can help you receive the support you need to reach your goals. Some successful advisors have used several mentors with various areas of expertise
Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs
A high percentage of affluent Canadians do not have wills. A recent judgment from B.C. demonstrates the resulting difficulties
Industry-wide transaction solution being tested by National Bank Correspondent Network
Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some clients also is a growing issue, he says
Going over your client's T1 general income tax return can provide a wealth of information about his or her financial life. You may spot some red flags and planning opportunities that otherwise might have gone unnoticed
Recent events have raised awareness about what constitutes civil and uncivil behaviour in the workplace. You should make sure your office has a policy regarding appropriate behaviour
Consider those you have met through trade associations, and look beyond your own industry
An objective sounding-board can offer sober second thought and new perspectives