Advisor to Client

Tax

Stretch your retirement funds

It’s hard to retire in this economy, but these strategies can help you stretch your retirement funds.

By Dean DiSpalatro |December 30, 2013

4 min read

Investing

Capital losses in RRSPs

RRSPs have many benefits, but relying on them alone as your savings strategy overlooks their drawbacks.

December 27, 2013

3 min read

Investing

Conversation starter – Capital losses in RRSPs

Need to break the ice with clients about capital losses in RRSPs?

December 27, 2013

1 min read

Investing

Capitalize on your cottage

Before you buy a cottage, make sure you’ve thought of these six things.

December 23, 2013

2 min read

Risk Management

Draft new powers of attorney carefully

Have you inadvertently muddied the waters for your power of attorney?

By Darren Lund |December 20, 2013

2 min read

Investing

Should you chase dividends?

You should avoid choosing investments based on dividend payouts. Here’s why:

By Susy Abbondi |December 17, 2013

3 min read

Investing

Conversation starter – Should you chase dividends?

Your client prefers stocks that pay dividends, but there are other options.

December 17, 2013

1 min read

Risk Management

Dealing with identity theft

Empower yourself. Reclaiming your identity after it’s been stolen.

By Lisa MacColl |December 13, 2013

2 min read

Risk Management

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

December 13, 2013

1 min read

Financial Planning

When retirement plans change

Even the most careful retirement planning is sometimes no match for real life. Here’s how to re-group.

By Lisa MacColl |December 12, 2013

4 min read

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