Practice

When to avoid RRSPs

Four times when clients shouldn’t follow conventional wisdom

By Dean DiSpalatro |June 6, 2014

6 min read

You’ve got clients with green thumbs. One gift idea is to order branded seed packets from McKenzie Seeds. The minimum order is 1,000 packets for $400, plus an additional art fee of $50. Shipping and taxes are extra.

By Lisa MacColl |June 6, 2014

2 min read

Planning and Advice

Advisor confidential | Jessica Chard

Senior Wealth Advisor, Director of Wealth Management, ScotiaMcLeod

By Kanupriya Vashisht |June 6, 2014

2 min read

Industry

Tech enabling job creation

Technology is a key driver of job creation among entrepreneurs

By Staff |June 5, 2014

2 min read

Planning and Advice

Open Agenda: How to use your time better

This new column gives you an inside look at an advisor’s scheduling process, and provides tips on how to better manage your practice.

June 5, 2014

3 min read

Economic Indicators

Stanley Cup’s financial impact

Fans who want to watch the New York Rangers face off against the LA Kings in NYC will be spending thousands per ticket.

By Staff |June 5, 2014

1 min read

Your Business

Purpose-driven sustainable withdrawal rate

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

June 5, 2014

13 min read

Your Business

New CE course from retirement guru Jim Otar

Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If you think the old "4% rule" is the ticket, think again.

By Staff |June 5, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: V is for Variable

Each week, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |June 2, 2014

2 min read

Planning and Advice

Out-maneuver procrastination

There are always office tasks—whether it’s compliance forms or calling back that tetchy client—that tend to fall to the bottom of an advisor’s to-do list.

By Staff |June 2, 2014

1 min read

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