News and resources for Canada's top financial advisors
Economic Indicators
What would your practice be like if filing an income tax return was radically simplified?
By Staff |April 4, 2014
1 min read
Planning and Advice
Jill Wood, a veterinarian at Southport Animal Hospital in Stratford, PEI, told us how she helps distraught clients cope with bad news.
By Casey Dorrell |April 4, 2014
3 min read
Janine is a top civil engineer at a prestigious Canadian firm. She accepted an offer from a competing company that gave her a better title and a 20% raise.
By Evelyn Juan |April 4, 2014
Estate Planning
You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.
April 4, 2014
Upsets are inevitable, so here’s how to clear the skies.
By Jessica Bruno |April 4, 2014
6 min read
Your client is having a baby and you want to send something to mark the milestone. Family and friends will cover most of the obvious gifts, including clothing, toys and furniture, so try these ideas.
By Lisa MacColl |April 4, 2014
2 min read
Principal, Stonegate Private Counsel
By Kanupriya Vashisht |April 4, 2014
In the last 20 years, the proportion of workers between 25 and 34 with university degrees has gone up 20 percentage points, says Statistics Canada.
By Staff |April 2, 2014
No one would consider a defined-benefit pension to be a retirement problem. But when a significant slice of an investor’s retirement income will come from a DB plan, it can be a challenge to decide on the right asset allocation for the client’s personal portfolio.
By Dan Bortolotti |April 1, 2014
Each week, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |March 31, 2014
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