Planning and Advice

Decorative pattern

Planning and Advice

Signatures slowing down insurance industry

(August 2007) It’s been said over and over again: The life insurance industry relies too much on paper, and not enough on technology. So what’s the holdup? How about handwritten signatures? Every life insurance policy requires a handful of signatures, which traditionally means grabbing a pen and putting your John Hancock on paper. But Tim […]

By Bryan Borzykowski |August 28, 2007

3 min read

Decorative pattern

Planning and Advice

The real estate talk

It’s hard not to be impressed by the performance of the residential real estate market over the past several years, particularly in Western Canada, where prices seem to be going nowhere but up. In the past 12 months, for example, the price of a detached bungalow has risen 47.4% in Edmonton, 23.9% in Calgary and […]

By Thane Stenner, Rod Bower, Rory O'Connor |August 28, 2007

5 min read

Decorative pattern

Planning and Advice

The right fit

(August 2007) The high-net-worth marketplace in Canada is booming. With a projected growth rate of nearly 88% over the next seven years, it’s a hotbed of opportunity for advisors across all wealth-management channels, says Earl Bederman, who spoke at a marketing wealth management conference in May. At the end of 2006, the wealth market in […]

By Heidi Staseson |August 27, 2007

7 min read

Decorative pattern

Planning and Advice

Capital punishment

(August 2007) If you conduct your advisory practice through an employee-employer relationship, as opposed to being self-employed, no doubt you’re aware that your ability to deduct expenses is much more restrictive than if you owned your own business. Each year, several tax cases make their way to Tax Court in which employees attempt to write […]

August 27, 2007

4 min read