Advisor to Client

Decorative pattern

Financial Planning

Beware whom you make a shareholder

Making a life partner a shareholder has broad implications

By David H. Shlagbaum |October 6, 2014

3 min read

Decorative pattern

Financial Planning

Presentation: What’s a reasonable business expense?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on what does, and doesn’t, constitute a proper business expense. The slides are designed to help you educate investors and prospects about what will bring unwanted attention from CRA. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier (there is no PowerPoint).

October 6, 2014

3 min read

Decorative pattern

Financial Planning

Planner: Partnership agreement workshop

Here are some ideas for an event to help connect the dots about partnership agreements.

October 1, 2014

3 min read

Decorative pattern

Investing

Calm your fears with low-volatility funds

What to do if you're skeptical about diving headlong into stocks

By Staff |September 30, 2014

2 min read