News and resources for Canada's top financial advisors
Industry
BNY Mellon and CIBC Mellon, its joint venture with CIBC, are merging their securities lending desks today.
By Staff |October 22, 2013
1 min read
Planning and Advice
You’re trying to reel in new clients, but none of the prospecting strategies you’ve used have worked. Give these strategies a try when you feel tapped out.
By Bryce Sanders |October 21, 2013
3 min read
Your Business
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. The rules associated with Phase II of the Client Relationship Model (CRM II) were finalized earlier this year. Among other requirements, CRM II requires dealers and portfolio advisors to provide investment performance reports to their clients every year. Implementation […]
By André Fok Kam |October 18, 2013
19 min read
Economic Indicators
Canada’s largest province is thinking about becoming the first to create its own pension plan, reports the Globe and Mail.
By Staff |October 16, 2013
Even though members of the U.S. Congress continue to believe Apple isn’t paying as much tax as it should, the SEC recently stated this wasn’t the case. Read: How Apple paid almost no tax In fact, Forbes is reporting that as far as the SEC is concerned, Apple isn’t dodging taxes — it’s simply delaying […]
October 16, 2013
Alfred Feld started working for Goldman Sachs in 1933 as an office boy.
Today’s consumers don’t want a sales pitch; they’re looking for a consultative experience. Here's how you do this.
By Staff |October 15, 2013
2 min read
Friends can make great clients. But somewhere between the prospect and client stages you’ll probably need to overcome several objections.
By Bryce Sanders |October 15, 2013
Retirees in Canada benefit from a number of tax breaks, one of which is the pension income tax credit. Eligible taxpayers can claim up to $2,000 of qualifying income, which can include employer pensions, RRIF withdrawals and annuity income.
By Dan Bortolotti |October 15, 2013
Investors still use mutual funds to build retirement savings.
October 11, 2013
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