News and resources for Canada's top financial advisors
Estate Planning
People aren’t as averse to paying taxes as they once were. “Twenty years ago both the government and the public as a whole took the attitude that aggressive tax avoidance was fine if it passed muster legally,” David Harvey, chief executive of STEP Worldwide told Advisor.ca during the association’s Toronto conference.
By Dean DiSpalatro |June 12, 2013
3 min read
As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.
By Chris Susel |June 12, 2013
Industry
Forget tax havens. There’s now a new way to escape the taxman.
June 11, 2013
2 min read
anada's Taxpayers' Ombudsman J. Paul Dube has joined the twitter verse.
By Staff |June 11, 2013
1 min read
Human errors and system malfunctions caused more than half (66%) of data breaches in 2012.
June 10, 2013
Cold calling prospects is never easy.
By Staff |June 10, 2013
Retirement has been redefined in the past few years for your aging clients; most commonly, people are continuing to work into their retirement years. But, is doing so a necessity or choice?
By April Scott-Clarke |June 10, 2013
Providing full-service financial planning means offering more than investment and retirement advice to clients.
By Stephanie Holmes-Winton |June 7, 2013
Planning and Advice
Tom Cruise and Katie Holmes are splitting after five years of marriage. If your clients are going through similar upheaval, read on.
By Staff |June 7, 2013
Ever wonder what your pets do all day? Well, now you can find out.
June 6, 2013
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.