News and resources for Canada's top financial advisors
Industry
You start and end your day by plugging in, but is this healthy?
January 31, 2013
1 min read
Apple has doubled its iPad storage limit, leaving experts wondering if the move is an attempt to compete with Microsoft’s Surface or other tablets, reports ft.com. The latest iPad will go on sale in February — a week before Microsoft’s Surface Windows 8 Pro. While the iPad costs $799 for 128GB of storage, Micrsoft’s product […]
By Wire services |January 30, 2013
Finding quality hires is time consuming.
Planning and Advice
When you need to get confidential paperwork to clients quickly, some will insist you email it to them. But that’s not the safest method to send sensitive information.
By David Dagley |January 30, 2013
2 min read
Global equity and real estate returns boosted Canadian pensions in Q4 2012.
By Staff |January 29, 2013
One-in-five Canadians now manage their investments the same way they make purchases: they go online. In fact, 41% research investment options online and 22% manage their investments online, finds a TD Direct Investing poll. Also, 13% invest online more than they did five years ago. Read: Canadians seek online tools and calculators: IEF “Self-directed investing […]
George and Teresa had planned to retire when George, who has a defined-benefit pension, turns 60 in three years.
By Lisa MacColl |January 29, 2013
5 min read
Help their clients take advantage of these 11 tax-saving opportunities and strategies.
By Staff |January 28, 2013
3 min read
Using a variation of the Seinfeld stakeout is an easy and fun way to meet prospective clients – and it works.
By Bryce Sanders |January 28, 2013
Client advisory boards help professionals better understand their customers.
By Wire services |January 25, 2013
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