Practice

How Trump’s second travel ban affects Canadians

What you need to know.

By Melissa Shin |March 9, 2017

3 min read

March break breaks the bank for some

If your client is like many Canadians, now might be a good time to check his cash-flow plan. Check monthly spending That’s because, with March break just around the corner, 79% of Canadian parents plan to spend money on children’s activities, but 61% haven’t set a budget, reveals a BDO poll. Parents are ready to […]

By Staff, with files from The Canadian Press |March 8, 2017

3 min read

Win the wealthy clients of the future

Their reasons for not working with you are daunting, though.

By Staff |March 8, 2017

3 min read

Clients’ top question: Have I saved enough?

“Have I saved enough?” That’s the top question on the minds of half of Canadian pre-retirees, finds an RBC poll. Read: 37% of boomers question if they have enough savings A Franklin Templeton retirement survey confirms as much, finding that about half of Canadian pre-retirees (49%) are concerned about outliving their retirement assets or making […]

By Staff |March 2, 2017

3 min read