Practice

A look ahead: Where should people put their money in 2015?

Despite what’s happened over the past month, it’s generally been a good year for Canadian markets. Oil prices may have fallen to sub-$70 levels, but the S&P/TSX Composite Index is still up nearly 7.5% since January. After a tepid start, the U.S. market has done well too — the S&P 500 has climbed about 12% this year.

By Bryan Borzykowski |December 16, 2014

4 min read

Working with next gen clients

These clients will eventually possess the same level of wealth as their parents, either through accumulation or inheritance, so it’s critical to our success.

By Craig White and Grant White |December 15, 2014

3 min read

How to tax-loss harvest

What to do with capital gains or losses

By Jessica Bruno |December 15, 2014

3 min read

Top Twitter feeds for advisors

Advisor.ca’s colleagues at Conseiller.ca in Quebec have assembled a list of the best Twitter feeds for advisors.

By Guillaume Jousset |December 12, 2014

3 min read