News and resources for Canada's top financial advisors
Planning and Advice
John and Leslie have worked hard to build a substantial investment portfolio - what can they do to maintain their lifestyle in retirement and help their children succeed?
November 15, 2013
2 min read
It would be interesting to know whether John and Leslie acquired the non-registered savings by way of inheritance or personal savings. Based on incomes and goals, it seems as though more than John’s bonus has been applied to savings. Their solid financial base allows for adding expenditures for risk protection. They appear to be very careful and methodical with their financial decisions.
By David Myers |November 15, 2013
4 min read
Analyze statistics when creating or updating marketing plans.
By Melonie Dodaro |November 13, 2013
Estate Planning
When retirees move in together, they need to consider how they'll handle end-of-life issues.
By Russell Drago |November 13, 2013
5 min read
Industry
Companies need to monitor privacy law changes
November 12, 2013
7 min read
Congratulations, you’ve just been selected by the OSC for a compliance review—beginning next week!
By Dean DiSpalatro |November 11, 2013
Back in April I wrote an article on the seven deadly sins of time management. Let’s look at seven virtues.
By Bryce Sanders |November 11, 2013
3 min read
The financial crisis of 2008 has caused some client hesitation around market-based investments. Yes, they offer good growth opportunities but what about the risks? In a volatile economy, aren’t guaranteed products a better way to go? Especially when you’re receiving income in retirement? We asked two Sun Life Global Investments Wealth Sales Directors to share their thoughts on the role of mutual funds in a retirement income plan. Here’s what they had to say.
November 11, 2013
Investors want to outperform the market.
November 7, 2013
1 min read
Women in Capital Markets announced the 2013 winners of the WCM Rising Star Award and its awards for leadership today.
By Staff |November 6, 2013
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