News and resources for Canada's top financial advisors
Industry
The headaches International Financial Reporting Standards have created for accountants will pale in comparison to the impact it will have on Canadian financial advisors and their clients.
By Pierre Ghorbanian |November 8, 2011
3 min read
Estate Planning
When selling or passing ownership of a business, 23% of the fair market value of the business goes straight to the CRA. How should you save for it?
By Ted Warburton |November 7, 2011
Life
How to get the funds to buy out deceased partner's shares
By Chris Ireland |November 6, 2011
Business owners should consider estate-bond strategies to pass assets to heirs.
By André L’Espérance |November 1, 2011
4 min read
Combine a policy and a mortgage and reap perennial growth in any industry, really.
By James Hilton and Cameron Jacox |November 1, 2011
Combined with life insurance, an insured annuity can be a powerful tool wealth preservation tool
Despite the prominence of cancer, stroke and heart disease in Canada, the majority of Canadian parents don't have critical illness insurance, according to a new poll by TD Insurance.
By Staff |November 1, 2011
1 min read
Talk to your advisor about how this strategy could work for you and your family.
By Philip Porado |November 1, 2011
Manulife has rolled out a new Synergy application for the iPad. Synergy combines a life insurance policy, a critical illness insurance policy and a disability insurance policy into one package.
By Staff |October 27, 2011
Guaranteed Minimum Withdrawal Products entered Canada with a bang, twisted through a few snags related to underlying pricing assumptions and now are cruising along as accepted components of client portfolios for those close to retirement.
By Philip Porado |October 21, 2011
7 min read
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