News and resources for Canada's top financial advisors
Planning and Advice
Knowing the best time to apply for CPP depends on how long you think you'll be alive
By Maureen Glenn |September 4, 2012
2 min read
Industry
While making plans for end-of-summer trips, the Arctic is probably the last vacation destination you’ll consider. Google, however, recently made the trek using a tricycle.
By Martha Porado |August 31, 2012
Every entrepreneur needs a support network of family and friends, but it’s equally important that they have a good mentor. The Young Entrepreneur council lists the nine qualities young advisors are looking for in a mentor.
By Staff |August 31, 2012
1 min read
Earlier this year, three long-time Samsung employees were promoted to executive positions.
Want to expand your list of entrepreneur and business owner clients? Well, look no further. Profit has just released its 13th annual list of the 50 most successful new growth companies in Canada. Read: Hot 50: Meet the stars of growth and Looking after wealthy clients The vast majority of the companies listed (80%) started […]
August 29, 2012
The Certified Financial Planner Board of Standards (CFP) imposed public disciplinary actions against 19 advisors yesterday, removing all of their rights to use the CFP certification.
By Staff |August 29, 2012
The CRA has introduced a number of tools to reduce the tax burden placed on small businesses, says the Honourable Gail Shea, minister of national revenue. “By offering improved services, we’re aiming to reduce the red tape faced by small businesses and Canadian entrepreneurs,” he said. Read: Tax tips for business owners To keep businesses […]
By Staff |August 28, 2012
Swiss wealth manager Julius Baer Group is busy contacting its customers after an employee stole private information on their Swiss offshore bank accounts, reports Bloomberg. Read more, and check on more links about preserving client's privacy.
Apple seeks ban on eight Samsung devices after win, and Facebook faces its own legal battle with Germany.
Estate Planning
Debt is an ongoing issue, and one that’s not restricted to any age group. A recent CIBC poll found 59% of retirees are in debt. Read: Too many boomers retire with debt Meanwhile, one-third of students are feeling anxious about their finances, says TD. And it’s no wonder. The average debt of a university student […]
By Staff |August 23, 2012
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.