Practice

Industry

Should clients file taxes if they’re bankrupt?

Roughly half of the people I see in our bankruptcy practice owe taxes.

June 2, 2014

3 min read

Industry

Divorce delays retirement plans

80% of “grey divorcees,” people who divorced at the age of 50 or older, say they will delay retirement because they need to work longer than planned.

By Staff |June 2, 2014

2 min read

Planning and Advice

8 phrases for tough conversations

People who bluntly say what they mean may be considered rude. The advisor’s dilemma is often how to get her point across without sugarcoating, while at the same time not seeming harsh.

By Bryce Sanders |June 2, 2014

3 min read

Your Business

As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs

By Justin Bender and Dan Bortolotti |June 2, 2014

9 min read

Your Business

Foreign withholding taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity index funds and ETFs.

By Justin Bender and Dan Bortolotti |June 2, 2014

14 min read

Industry

Pump up the thermostat to boost client relationships

If you want to form a strong rapport with clients, keep them warm.

By Staff |May 30, 2014

1 min read

Industry

Transition clients to fee-based

The best reason to transition is that a fee-based model further aligns an advisor’s and client’s interests. And that’s what you must explain to clients when making the switch. Here's how.

By Craig White and Grant White |May 28, 2014

3 min read

Industry

Canadian companies are exposed to cyber risks

Only 11% of Canadian audit committee members perceive cyber security to be a major company challenge, which compares to the U.S. at 27%.

By Staff |May 27, 2014

2 min read

Planning and Advice

Why retirees shouldn’t focus on income investing

As investors approach retirement, many will ask their advisors whether it’s time to change strategies to focus on dividends and other income-generating investments. It’s easy to see why they feel compelled to switch gears once they are no longer in the accumulation stage. But problems can arise when retirees base their investment decisions primarily on yield rather than looking at the big picture. Here are three reasons to focus on a retiree’s total return rather than current income.

By Dan Bortolotti |May 27, 2014

3 min read

Planning and Advice

2 tax benefits of a company car

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

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