Financial Planning

Financial Planning

Planner: How to pitch cash flow management

To help clients save and invest efficiently, you need to understand their financial lives.

January 4, 2016

3 min read

Financial Planning

Presentation: 4 tips for making smart donations

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client who wants to donate to charity.

January 4, 2016

2 min read

Financial Planning

Presentation: Introduction to cash flow management

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client start the process of managing cash flow.

January 4, 2016

2 min read

Financial Planning

The ABCs of cash flow planning

Cash flow planning is about a lot more than simply tracking whether you spend more than you make.

December 22, 2015

2 min read

Financial Planning

How to shrink your interest payments

Currently, there’s a lot of talk about what may happen if interest rates rise

December 22, 2015

2 min read

Financial Planning

Brewster’s Millions nails estate planning

Brewster’s Millions (1985) tells the story of overconfident minor league baseball pitcher Montgomery Brewster, who has the chance to inherit the massive estate of a great-uncle he’s never met

By Sarah Cunningham-Scharf |December 21, 2015

5 min read

Financial Planning

The TFSA limit will go back to $5,500 in 2016

It's official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so you won't be affected for 2015.

By Melissa Shin |December 9, 2015

2 min read

Financial Planning

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive

By Elaine Blades |November 20, 2015

4 min read

Financial Planning

Punjabi most popular unofficial language in House of Commons

If you speak Punjabi, you're in good company.

By Staff |November 12, 2015

1 min read

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