News and resources for Canada's top financial advisors
Industry
As Twitter usage grows, compliance officers worry about its impact on financial markets.
June 3, 2013
1 min read
The OSC has released findings of its targeted review of portfolio managers and exempt market dealers.
By Staff |May 31, 2013
2 min read
Planning and Advice
I tried to manage 350 households by myself. What was I thinking?
By Robert Abboud |May 31, 2013
Karen and Sam have two major objectives: to maintain their current standard of living in retirement and to care for their disabled daughter. They’ve done well to accumulate a net worth of about $1.65 million, after capital gains tax. But the numbers don’t add up for them to maintain their lifestyle if they retire now and never work again.
By Warren MacKenzie |May 30, 2013
Living Benefits
An unfortunate reality today is that some clients are finding themselves without work
By Chris Paterson |May 29, 2013
4 min read
Estate Planning
Businesses are more likely to survive if owners plan ahead. This real-life story explains why.
By Jordan Gould |May 28, 2013
Low interest rates are a serious obstacle to funding retirement—you knew that already. The question is, what do we do about it?
By Dan Bortolotti |May 28, 2013
You may choose to have an asset minimum for prospects as your business grows.
May 27, 2013
3 min read
SNC-Lavalin is launching a company-wide amnesty program.
By Staff |May 27, 2013
There ain’t no mountain high enough to keep people from checking their bank account balances.
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