News and resources for Canada's top financial advisors
Planning and Advice
If you’re a business owner, does it make more sense to own a car yourself, or have the company own it?
By Stuart Foxman |May 26, 2014
2 min read
Does hiring family make sense? It depends on their skills and how it might affect family dynamics. But it can be smart from a financial perspective.
By Stuart Foxman |March 7, 2014
3 min read
Heed these tax and planning tips before hiring family.
By Stuart Foxman |March 6, 2014
Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.
By Stuart Foxman |February 7, 2014
If you’re a business operator, does it make more sense to own a car yourself, or have the company own it?
By Stuart Foxman |January 17, 2014
When it comes to helping businesses prosper in Victoria, B.C., Philip Bisset-Covaneiro is a YES man. That stands for Young Entrepreneurs Society, a non-profit he established in Victoria in 2007 and still chairs.
By Stuart Foxman |December 3, 2013
>When his father, Ben Pearl, died of cancer in 1997, Steven Pearl wanted to honour his memory and enlist others to help fight the disease. So Pearl, an advisor with HollisWealth (formerly DundeeWealth) in Toronto, teamed up with his brother to create the Gentle Ben Charity Challenge, which raises funds for hospital cancer programs, pediatric and adult support services, research projects and hospices.
By Stuart Foxman |November 5, 2013
Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.
By Stuart Foxman |October 1, 2013
Not many advisors can call Jim Cuddy of the country rock band Blue Rodeo their warm-up act. Rob Campbell can.
May 8, 2024|5 min read
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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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