Lisa MacColl

Money-saving apps for clients

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save money and track spending. Flipp Flipp is a free app that can be downloaded onto Android, Apple and BlackBerry devices. The Flipp app aggregates flyers from retail stores that can […]

By Lisa MacColl |April 8, 2016

2 min read

Tax News

Tax breaks clients might not know about

While some tax credits may seem obvious, there are others you may not know about.

By Lisa MacColl |March 4, 2016

4 min read

Planning and Advice

Save money for car owners

Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA new-car buying service A membership to the Automobile Protection Association (APA) gives consumers access to price quotes for up to five cars per year. How much is available: The report […]

By Lisa MacColl |February 5, 2016

3 min read

Planning and Advice

Income sources for homeowners

One of the biggest investments your client’s made is his or her home. While most advisors know clients can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.

By Lisa MacColl |October 9, 2015

3 min read

Planning and Advice

Income sources for homeowners

One of the biggest investments you’ve made is your home. While you can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.

By Lisa MacColl |October 1, 2015

3 min read

Planning and Advice

Income sources for business owners

The federal program offers funding for business clients so they can train new and existing employees.

By Lisa MacColl |May 8, 2015

3 min read

Planning and Advice

Gifts for new retirees

Your retiring clients are ready to enjoy the next stages of their lives. Instead of a watch or a set of personalized luggage tags, why not give them a gift that shows you pay attention to their interests?

By Lisa MacColl |May 8, 2015

2 min read