Practice

Industry

How Canadians are squandering retirement savings

Many are saving enough for retirement, but haven't planned how they'll manage the funds.

By Staff |November 18, 2015

1 min read

Industry

Wealthy expect advisors to be financial hub

Canada’s wealth managers will need to expand their skills if they’re to keep up with the demands of their rich clients.

By Staff |November 16, 2015

1 min read

Planning and Advice

Primer on professional corporations, Part 1

In this first part of a two-part series, we’ll let’s look at the advantages of incorporating.

By John Natale |November 16, 2015

4 min read

Economic Indicators

Morneau to meet with provinces ASAP on CPP

Another top file includes implementing the middle-class tax cut

By Staff |November 13, 2015

5 min read

Estate Planning

Don’t let clients avoid estate planning

More than half of Canadians don’t have a will, and 61% say they never spoke to their parents about estate planning, says the Ontario Bar Association.

By Staff |November 13, 2015

1 min read

Planning and Advice

What the new RRIF rules mean for estate planning

Clients can keep more money in their retirement accounts for longer. While that gives them more options, it could also mean they’ll end up with a larger estate.

By Bryan Borzykowski |November 11, 2015

3 min read

Estate Planning

How executors should handle funeral arrangements

One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements? Who decides what happens at the funeral—and at what cost? Wide discretion Mary-Jane Wilson, partner at Wilson Rasmussen LLP in Surrey, B.C., says executors have final say on all decisions […]

By James Dolan |November 6, 2015

4 min read

Planning and Advice

Help business owners focus on employee wellness

Many organizations recognize the importance of employee benefits and pension programs. And this is especially important today, when executives are managing multigenerational workforces.

By Sarah Brown |November 6, 2015

3 min read

Planning and Advice

3 new ways to appreciate clients

Advisors tell us what’s worked and what hasn’t

By Lyndsie Corkum |November 6, 2015

5 min read

Planning and Advice

Take golf-loving clients to the Canadian Open

Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of the world’s top-ranked players, with past champions including such household names as Tiger Woods. The event’s a big attraction for golf lovers with VIPs to entertain. This past July, it […]

By Dean DiSpalatro |November 6, 2015

5 min read

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