Practice

Planning and Advice

Friends without money can add to your book

You may have friends or acquaintances you’d like to help. Problem is, they have little or no money to invest.

By Bryce Sanders |May 6, 2013

2 min read

Market Insights

Case Study: Helping jittery clients with education plan

The parents opened an RESP in 2008 using globally balanced mutual funds, but when the market crashed, they lost 17%. The Chois needed to know the money would be there when their eldest reached university age. Unwilling to wait for a rebound, they sold 40% of their mutual funds for cash.

By Alex Gillis |May 3, 2013

3 min read

Industry

Buffett joins Twitter

“Warren is in the house,” reads the Oracle’s inaugural tweet. His handle is @WarrenBuffett.

May 2, 2013

1 min read

Industry

How to deal with Budget 2013 tax proposals: Cestnick

Help clients plan for the 2013 tax season despite Canada's crackdown on loopholes.

May 2, 2013

3 min read

Planning and Advice

4 tips to bring in new assets

The summer is a great opportunity for advisors to socialize with affluent clients and their centers of influence. And if you play your cards right, you can bring in new assets.

By Matt Oechsli |May 2, 2013

2 min read

Living Benefits

Land your client’s group benefits business

Self-employed clients’ group benefits plans bring in recurring fees

By Yafa Sakkejha |May 2, 2013

3 min read

Planning and Advice

Create a social media marketing plan

The steps and costs of integrating social media into your marketing strategy.

By Melonie Dodaro |May 2, 2013

4 min read

Planning and Advice

Hot topics: Relevance and future of retirement annuities

There are no guarantees with most financial products—but that’s not the case with annuities. Here’s a product that provides stable, secure income for life, eliminating the risk of outliving your money. Yet, in a low interest rate environment, many investors have steered clear of them. We asked two advisors to give us their take on the following resolution: that a turn in interest rates will change the picture for retirement annuities, and that this will happen soon.

May 2, 2013

4 min read

Planning and Advice

Advisor analysis – Mark Halpern

The first question I would ask Karen and Sam is, “Do you have a will?” With a will, they can name a guardian and structure their daughter’s income through a Henson Trust to protect her government benefits.

By Mark Halpern |May 2, 2013

2 min read

Planning and Advice

Karen, Sam and Chloe: Retirement Resource Centre Case Study

Karen and Sam are saving for retirement and need to build a legacy for their daughter with a serious disability.

May 2, 2013

2 min read

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