News and resources for Canada's top financial advisors
Investing
Nominated for five Academy Awards, and winner for Best Adapted Screenplay, The Big Short (2015) retells the events leading up to the financial crisis of 2008 while educating and entertaining the audience.
By Sarah Cunningham-Scharf |February 19, 2016
8 min read
Financial Planning
Those who bought U.S. real estate when prices were low and the loonie was strong now have potentially lucrative options when it comes to their warm-weather retreats
By Susan Goldberg |January 28, 2016
5 min read
The stock market is cyclical: it builds up, peaks and falls — then starts the process over again
January 20, 2016
What can Canadian consumers and investors do to stretch our shrinking dollar?
By Susan Goldberg |January 18, 2016
4 min read
It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that resonated with you and your clients the most.
By Staff |December 18, 2015
1 min read
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
Not long after turning 35, your clients start to experience significantly higher earnings than when they started their careers
By Staff |December 4, 2015
These strategies are likely most appealing to risk-averse clients
By Dean DiSpalatro |November 27, 2015
To make it easier for you to prepare meeting materials, we’ve developed these slides on how to educate clients about the myths of hedge funds. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client […]
November 2, 2015
To make it easier for you to prepare meeting materials, we’ve developed these slides about the 5 types of hedge funds. The presentation is in a Word file to make it simpler to customize content to meet your clients’ information needs. Enjoy, and we hope this offering helps enhance your client meetings. SLIDE 1 Hedge […]
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