Advisor to Client

The wrong way to talk about debt

Debt is a complicated topic, and talking about it isn’t always easy. Here are some suggestions on how to approach the topic of debt with clients.

December 9, 2013

2 min read

Financial Planning

Worksheet: Family budget

Download this worksheet to help clients see where their money really goes.

December 9, 2013

1 min read

Investing

Understanding ETFs

Need an ETF S.O.S.? This glossary will help you get to know exchange-traded funds.

By Staff |December 6, 2013

2 min read

Investing

Why portfolio diversity matters

Find out what your investment style will mean for your returns.

By Staff |December 5, 2013

2 min read

Risk Management

Give the gift of life

Organ donation is one of the greatest altruistic acts. Here's what to consider when it comes to insurance

December 3, 2013

2 min read

Tax

Make the most of your cottage

Make the most of your cottage by renting it out when you’re not there.

December 2, 2013

2 min read

Tax

Conversation starter – Make the most of your cottage

Do some of your clients own cottages? Ask your client, “How often do you get up to the cottage?

December 2, 2013

1 min read

Financial Planning

How trustee rules have changed

It's crucial for you and your advisor to understand the unique responsibilities of being a trustee.

By Elaine Blades |November 27, 2013

2 min read

Investing

Capitalize on investment losses

Tax-loss harvesting can help you keep more of your investments in the long run.

By Howard Atkinson |November 25, 2013

2 min read

Risk Management

Conversation starter – Cottage liability

Do some of your clients own cottages? Ask them, “What kind of insurance do you have?”

November 25, 2013

1 min read

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