News and resources for Canada's top financial advisors
Planning and Advice
(April 2008) Markets are volatile and a recession is looming large. If the Canadian economy falters, advisors may soon be faced with another problem — clients who’ve lost jobs and need to know what to do about their pension plans and severance packages. When clients arrive with news that they’ve been let go from the […]
By Andrew Rickard |April 1, 2008
5 min read
By Andrew Rickard |March 31, 2008
Industry
(February 23, 2005) Your lead singer hasn’t shown up yet, but the house is packed and waiting to be entertained. Do you tell them that you don’t know where he is and that they’ve shown up for nothing? Of course not. "Vamp until ready," you shout to the band. To vamp, for those unfamiliar with […]
By Andrew Rickard |February 23, 2005
3 min read
Living Benefits
Not getting any younger: A look at long term care insurance in Canada Inside the underwriter’s brain: Four CI case studies whose outcomes may surprise you Timely template letter: Critical information on critical illness insurance Taking what you can get: Advice on handling the hard-to-insure Living and linking: Your guide to more living benefits resources […]
By Andrew Rickard |March 31, 2003
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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