Practice

Planning and Advice

The ABCs of cash flow planning: E is for Evolution

Every Monday, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |February 3, 2014

2 min read

Planning and Advice

Retirees who travel are healthier, says report

Retirees should plan to travel during retirement.

By Staff |February 3, 2014

1 min read

Economic Indicators

Seniors say they know it all when it comes to finance

Canadian seniors are more likely than other age groups to give themselves a high mark for overall financial knowledge, shows BMO Financial Group’s third annual financial literacy report.

By Staff |February 3, 2014

2 min read

Planning and Advice

Follow up like Detective Columbo

A prospect says she’s impressed with your proposals, but you don’t hear back for over a week. You want to follow up, but don’t want to seem like a pest.

By Bryce Sanders |February 3, 2014

3 min read

Planning and Advice

Currency risk in a retirement portfolio

In late January, the loonie flirted with $0.90 USD, its lowest level since the summer of 2009. For retirees who spend time in the US and abroad, a falling loonie makes travel much more expensive. It also underscores the importance of currency diversification in an investment portfolio: a declining Canadian dollar boosts the returns for foreign stocks. But getting that exposure without taking undue risk requires some thoughtful planning.

By Dan Bortolotti |February 3, 2014

2 min read

Planning and Advice

Clients excited about the Super Bowl? Share these articles

Take the opportunity to connect with football-loving fans.

By Staff |January 31, 2014

1 min read

Planning and Advice

Horse stories for the Year of the Horse

If your clients celebrate Lunar New Year, wish them a happy year of the horse.

By Staff |January 31, 2014

1 min read

Planning and Advice

When fear gives way to greed

Warren Buffett famously advised investors to be greedy when others are fearful, and fearful when others are greedy. Of course, the reason this strategy is so effective is that most of us are greedy when others are greedy. And as advisors conduct their annual reviews, they may be seeing some of that greed in their clients.

By Dan Bortolotti |January 28, 2014

3 min read

Planning and Advice

The ABCs of cash flow planning: D is for Detrimental

Every Monday, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |January 27, 2014

2 min read

Estate Planning

Preventing POA abuses

When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.

By Risha Gotlieb |January 27, 2014

4 min read

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