News and resources for Canada's top financial advisors
Industry
It's hard for administrators to control benefits plans costs and enhance employee value simultaneously.
By Staff |April 26, 2013
1 min read
Planning and Advice
During every client or staff meeting, showcase your value.
By Staff |April 25, 2013
The Financial Times reports Apple shareholders are in for a $55 billion payout over three years, a hefty addition to the $45 billion the tech giant previously agreed to.
By Staff |April 24, 2013
Estate Planning
More than half of Canadians (55%) have written a will, but very few have included trusts as part of their estate plans, says a new CIBC poll. This is a mistake, since they have countless benefits for your clients.
3 min read
Sometimes it’s important to time-stamp a document. Here’s how to do it electronically.
By David Dagley |April 24, 2013
2 min read
Jargon is overrated, so be clear and candid with clients.
Your client wants the highest, most consistent income stream possible.
By Francys Brown |April 24, 2013
4 min read
Manulife examines the retirement income, real estate holdings and challenges of elderly households in Asian.
By Staff |April 23, 2013
It’s important to use stationery that support your image.
By Stuart Foxman |April 23, 2013
Market Insights
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]
24 min read
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