Advisor to Client

Tax

Filing taxes for divorced clients

Paying spousal or child support has a big effect on how you file your taxes.

By Jessica Bruno |May 8, 2015

2 min read

Investing

Profit from distressed assets

One form of distressed investing aims to profit from the remnants of the securitized loan pools that took centre stage in the financial crash of 2008.

By Dean DiSpalatro |May 8, 2015

2 min read

Financial Planning

5 financial tips for bridal parties

Celebrating a friend or relative’s wedding as a member of the bridal party can be a hit to your finances.

By Staff |May 7, 2015

2 min read

Financial Planning

Planner: How to tackle retirement planning

Planning for retirement is no easy task. So break down people’s priorities and place them in rank order. Here are some common priorities.

May 7, 2015

3 min read

Financial Planning

Presentation: Tax credits for seniors

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to use tax credits during retirement. The presentation is in a Word file to make it simpler to customize content for your client’s needs.

May 7, 2015

2 min read

Risk Management

Genetic testing and your insurance

Angelina Jolie Pitt's experiences can help clients when buying life insurance

By Susan Goldberg |May 5, 2015

4 min read

Investing

The search for uncorrelated assets

When assets are too correlated in your portfolio, you’re less diversified and more susceptible to risk.

May 4, 2015

2 min read

Investing

Tips when investing in a friend’s business

Investing in a private venture involves business and relational risks

By Evelyn Juan |May 1, 2015

4 min read

Investing

Understand the implications of sharing assets

Are you one of the millions of Canadians who participates in the sharing economy? If so, know the tax and insurance implications of renting out your property and driving others

May 1, 2015

6 min read

Investing

Using active share to measure performance

Active share measures, in percentage terms, how much a portfolio deviates from an index.

By Staff |April 30, 2015

1 min read

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