News and resources for Canada's top financial advisors
Planning and Advice
Have you ever taken on the wrong client?
By Stephanie Holmes-Winton |October 10, 2013
2 min read
Industry
Retirees with a 40% equity, 60% bond portfolio and a withdrawal rate of 4% have a more than 50% chance of running out of money over a 30-year time horizon, according to a recent study.
By Staff |October 9, 2013
1 min read
Three-quarter of Ontario's small business owners have no plans to hire next year, finds a study by Meridian, an Ontario-based credit union.
By Staff |October 8, 2013
Young Canadians have embraced the importance of saving, but haven't capped spending.
By Staff |October 7, 2013
Business owners should consider drawing dividends rather than salaries from their corporations for the following reasons.
October 7, 2013
Clients often use portfolio reviews as a report card for evaluating the advisory relationship. They compare your “grades” to numbers they see elsewhere and wonder why you aren’t always getting straight A’s.
By Bryce Sanders |October 7, 2013
3 min read
If clients use search engines to find tips, what are they finding?
An ETF, or Exchange-Traded Fund, is the fastest growing asset class in the investment environment. Although growing in popularity, investors should be wary of either the holding or strategy of certain ETFs.
By Pascal Bancheri |October 4, 2013
4 min read
Economic Indicators
Canadian defined benefit (DB) pension plans saw a marked improvement in solvency funding in Q3, finds the latest survey by Aon Hewitt.
By Staff |October 2, 2013
Estate Planning
If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die
By Margaret O’Sullivan |October 2, 2013
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