News and resources for Canada's top financial advisors
Industry
Despite their greater role in household financial decisions, the male-dominated financial services sector has been struggling to deliver what women want.
By Vikram Barhat |April 26, 2012
3 min read
Mark Carney may be a long shot to replace Sir Mervyn King as the leader of the Bank of England, but he has replaced Chuck Norris in popular culture, being toted as the top unstoppable icon.
April 20, 2012
2 min read
Planning and Advice
The introduction of social media capabilities within an organization creates an opportunity to increase awareness of an organization and improve brand awareness.
By Vikram Barhat |April 20, 2012
If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.
By Kevin Cork |April 19, 2012
As soon as clients mention U.S.-sourced income, advisors need to recommend consultation with a cross-border tax expert.
By Lisa MacColl |April 18, 2012
5 min read
There are several reasons clients don’t reach out—they’re happy to be uninvolved, never get around to it, or are wilfully ignorant (which often happens when times are tough).
By Stuart Foxman |April 18, 2012
Your Business
Earn CE credits “Tax-efficient investing: Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this course were written by John Campbell, Tax Group Leader and CA with Hilborn Ellis Grant LLP in Toronto. Reach him at 416-364-6398 or jcampbell@heg.on.ca. Part 1: Accounting for Tax Some tax-efficient investments aren’t […]
By Staff |April 18, 2012
19 min read
Tax-efficient investing doesn’t mean tax-free investing
15 min read
Advisors often wonder where they can find wealthy clients. It turns out, they’re all hanging out on social media, with rich investors spending an average of 9 hours per week on their phones, 12 hours on their tablets and 22 hours on computers.
April 17, 2012
Estate Planning
Luxury cars and cozy cottages build a formidable illusion of wealth, but these hallmarks of conspicuous consumption don’t always add up to high net worth. This harsh reality jolts many possession-rich folks when advisors tally assets against liabilities, and reach grim conclusions.
By Kanupriya Vashisht |April 16, 2012
8 min read
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