Advisor to Client

Decorative pattern

Financial Planning

Planner: Tips to explain compensation

When explaining to clients how you’re paid, keep in mind they may be brand new to many investment concepts, including compensation.

February 2, 2015

2 min read

Decorative pattern

Financial Planning

Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

February 2, 2015

2 min read

Decorative pattern

Financial Planning

Planner: 5 common client questions about fee-only compensation

Most clients come to the table knowing little about how you’re compensated.

February 2, 2015

2 min read

Decorative pattern

Tax

Tax and pension tips for immigrants

There’s a lot to like about a Canadian dual citizenship.

By Suzanne Sharma |January 30, 2015

3 min read