News and resources for Canada's top financial advisors
Industry
Due to the continued growth of mobile Internet usage and the torrent of apps and platforms being produced, consumers are increasingly looking to online reviews and websites to find trusted businesses and services, according to the 2012 Local Consumer Review Survey.
April 16, 2012
2 min read
The owners of a dot-com firm are headed to prison for fraud and conspiracy. With the help of two stock promoters, father-daughter duo Nasser and Sholeh Hamedani tricked investors into purchasing 2.7 million shares of their company, The Children’s Internet, at a cost of about $5.5 million. The pair defrauded investors by stating the company’s […]
April 9, 2012
Planning and Advice
We’ve all heard the benefits of simplifying out client base, but streamlining your product shelf will make it easier to keep on top of the products you offer.
By Keith Pangretitsch |April 9, 2012
3 min read
The majority of corporate executives (75%) question whether their senior executive teams possess the appropriate mix of skills to generate growth for their companies and seek out global opportunity in the coming year, according to the latest executive survey by The Korn/Ferry Institute.
April 5, 2012
Help entrepreneur clients mitigate risk during a transition
By Trent Bester |April 3, 2012
4 min read
Some questions to ask before you hire a family member
April 1, 2012
Estate Planning
The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was made. And, to the extent the donation tax credit is not claimed in that year, it may be carried forward and claimed in any of the donor’s five succeeding taxation years.
By Barry Corbin |April 1, 2012
Keeping costs low is the easiest return. I use a lot of ETFs and index funds. Most clients with a timeframe of at least 15 years should be in low-cost, tax-efficient portfolios exposed to a variety of markets such as India and Brazil, and asset classes such as small caps, value stocks, and managed mutual funds.
By Kanupriya Vashisht |April 1, 2012
Some of the more mundane aspects of the law revolve around time: the calculation of notice periods; the periods in which court documents must be served and filed; the number of days before a trial that expert reports must be filed.
By Daniel Dochylo |April 1, 2012
5 min read
Show clients you're proactive by sending them this customizable letter about the Federal Budget.
By Staff |March 30, 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.