News and resources for Canada's top financial advisors
Tax News
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]
By Justin Bender and Dan Bortolotti |December 5, 2013
17 min read
Industry
Plan out business trips early to take advantage of trends.
By Staff |December 4, 2013
2 min read
Planning and Advice
The holidays are around the corner. Here's how you can help a client manage finances without making him feel like he has to sacrifice spending.
By Tracy Piercy |December 4, 2013
3 min read
Over the holidays, your employees will get more than gifts.
1 min read
The government has launched a caregivers portal.
By Staff |December 3, 2013
Advisors predict commissions will fall; fees will rise.
The carpenter you asked to install your hardwood floors can teach you about becoming a better advisor.
By Melissa Shin |December 3, 2013
An advisor had an elderly client with a small portfolio that required little management. But the client would call the advisor incessantly, asking questions that had nothing to do with her investments, and sometimes just to chat.
By Suzanne Sharma |December 3, 2013
8 min read
When it comes to helping businesses prosper in Victoria, B.C., Philip Bisset-Covaneiro is a YES man. That stands for Young Entrepreneurs Society, a non-profit he established in Victoria in 2007 and still chairs.
By Stuart Foxman |December 3, 2013
Industry players sound off on impending fee regulation.
4 min read
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