Practice

Decorative pattern

Planning and Advice

Severance packages, severing ties

(April 2008) Markets are volatile and a recession is looming large. If the Canadian economy falters, advisors may soon be faced with another problem — clients who’ve lost jobs and need to know what to do about their pension plans and severance packages. When clients arrive with news that they’ve been let go from the […]

By Andrew Rickard |April 1, 2008

5 min read

Decorative pattern

Planning and Advice

AGF Market Insight: AGF Fixed Income – Credit Spreads

Credit spreads have widened considerably and AGF’s Fixed Income Team sees an opportunity that is developing. In this AGF Market Insight, we will explain how an investor can take advantage of movements in credit spreads. Click here to read the read the full article. March 2008

By Staff |March 31, 2008

1 min read

Decorative pattern

Planning and Advice

To Clients: Severance package options

(April 2008) Managing cash flow, tax implications and the overall hit to any financial plan when a client is downsized or laid off can happen only if they think to come to you during this stressful time. Remind your clients and prospects how important it is to visit or get in touch with you in […]

By Staff |March 31, 2008

4 min read

Decorative pattern

Planning and Advice

Severing ties

(April 2008) Markets are volatile and a recession is looming large. If the Canadian economy falters, advisors may soon be faced with another problem — clients who’ve lost jobs and need to know what to do about their pension plans and severance packages. When clients arrive with news that they’ve been let go from the […]

By Andrew Rickard |March 31, 2008

5 min read

Decorative pattern

Planning and Advice

Autopilot not an option

(March 2008) Many advisors believe their current modus operandi has been the reason for their success and, consequently, they are reluctant to change any part of their practice. Failing to distinguish between the things contributing to your current level of success and the behaviours that limit, or even detract from, moving to the next level, […]

By Cindy Jenner Cowan |March 24, 2008

4 min read

Decorative pattern

Planning and Advice

Practice Lab: Making self-care a priority

(March 2008) Where do you start if you want to make a change that will improve your business growth? Before rushing out and buying the latest marketing system, we suggest you look inside first. There is a concept in the coaching world called “extreme self-care.” Coined by coaching guru Thomas Leonard, extreme self-care is putting […]

By April-Lynn Levitt and Kim Poulin |March 12, 2008

4 min read

Decorative pattern

Planning and Advice

Tax on book sale

(March 2008) Probably the most talked about tax topic among advisors is the tax treatment associated with the buying and selling of the advisor’s own practice. The tax treatment came to widespread attention in the now infamous 2004 decision of the Supreme Court of Canada in Gifford (2004 SCC 15). Gifford, an employee and advisor […]

February 29, 2008

3 min read

Decorative pattern

Planning and Advice

Disclose material facts

(March 2008) How exactly might a person define the word “material” — as in: “Professional Advisors must always disclose all material facts when making product and strategy recommendations to clients?” The dictionary suggests synonyms like relevant, substantial and pertinent could all be used in place of the word “material.” To my mind, any piece of […]

By John De Goey |February 29, 2008

3 min read

Decorative pattern

Planning and Advice

Why buy a cow?

(March 2008) My grandmother was born in St. John’s, Newfoundland. It is a province known for its rich culture, charity and propensity for fun. If you frequent Canada’s most eastern province, you will come to realize that Newfoundlanders have wonderful expressions for just about anything. One such expression is “why buy a cow when you […]

By Shawn O'Brien |February 29, 2008

3 min read

Decorative pattern

Planning and Advice

Targeting female entrepreneurs

Julie Rusciolelli is what many advisors would call an A-list client. She has the investable assets, owns commercial properties in chi-chi Toronto neighbourhoods and has been running her own communications firm, Maverick Public Relations, since 1999. Last year, at age 44, Rusciolelli was named one of Canada’s top 100 women entrepreneurs by PROFIT magazine. The […]

By Deanne Gage |February 29, 2008

10 min read

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