Practice

Industry

BMO starts senior citizen financial management service

BMO Private Banking is starting an all-in-one service for seniors with investible assets of $1 million or more.

By Staff |May 13, 2015

1 min read

Planning and Advice

Clients are using home equity for renovations

Renovations are the most popular use of a home equity account.

By Staff |May 13, 2015

1 min read

Planning and Advice

How to retain your clients’ kids

Connect with the second generation to help your business thrive

By Sarah Cunningham-Scharf |May 8, 2015

8 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

Planning and Advice

How one advisor helps doctors and pharmacists

David Boyd is vice-president, portfolio manager at BMO Nesbitt Burns in Windsor, Ont.

By Suzanne Yar Khan |May 8, 2015

5 min read

Planning and Advice

Client Confidential: Brenna and Damian MacInnis

Brenna and Damian MacInnis are a registered dietician and department manager, and a executive director from Port Hood, N.S.

May 8, 2015

2 min read

Your Business

CE Course: RESP investment strategies

This course assesses the probability of various investment strategies meeting education savings goals through RESPs.

By Graham Westmacott |May 8, 2015

12 min read

Your Business

CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?

This course explores how financial advisors can enhance their practices by learning how to advise executors.

By Mark O'Farrell |May 8, 2015

1 min read

Planning and Advice

Wedding budgeting isn’t just for the bride and groom

Celebrating a friend or relative’s wedding as a member of the bridal party can be a hit to your young clients’ finances.

By Staff |May 6, 2015

2 min read

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