Practice

Industry

New social apps charm tech investors

Facebook and Twitter may have millions of loyal users, but it seems their investors aren’t quite as committed.

February 14, 2013

1 min read

Industry

Love is in the air (at work)

The majority of Canadian employers are seeing office romances increase.

By Staff |February 14, 2013

2 min read

Planning and Advice

Don’t waste charity tax credits

There can be tax advantages to donating money to a charity at death, but don’t let your clients waste those advantages.

By Barry Corbin |February 13, 2013

3 min read

Industry

Tough times ahead for investment managers

Investment managers are in for a tough five years, says new research.

By Staff |February 13, 2013

1 min read

Planning and Advice

5 tips for young clients

Young people rarely meet the minimum requirements to become clients, but that doesn’t mean you can’t help this emerging generation of investors.

By Caroline Hanna |February 12, 2013

3 min read

Industry

Young Canadians anxious about retirement

The majority of Canadians between ages 18 and 34 aren’t confident about their savings skills.

By Staff |February 11, 2013

2 min read

Industry

Your clients won’t meet 2013 retirement goals: CIBC

The majority of Canadians (60%) plan to invest in their retirements this year. But does that matter?

By Staff |February 11, 2013

2 min read

Planning and Advice

4 ways to add 100 prospects

Advisors are always looking for prospects, but if your sights are set on adding a high volume of clients, these four strategies are for you.

By Bryce Sanders |February 11, 2013

3 min read

Planning and Advice

Rearranging retirement

Volatile markets make clients unsure about when they’ll stop working. How to plan for an uncertain time horizon.

By M. Jay Smith |February 11, 2013

7 min read

Planning and Advice

3 ways to help biz owners get cash

Information on tax credits, government funding or private financing is hard to come by. So how do you get this information for business owner clients?

By Teri Kirk |February 11, 2013

2 min read

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