Planning and Advice

Decorative pattern

Planning and Advice

Five essential steps to enrich your practice

(April 2007) As wealth grows, so does complexity. This is especially true for those who have crossed the threshold from high-net-worth ($1-million or more of investable assets) to ultra-high-net-worth ($10-million or more). Traditionally, one way for ultra- HNW families to cope with this increasing complexity was to build their own private investment firm — a […]

By Thane Stenner, Rod Bower, Rory O'Connor |April 23, 2007

5 min read

Decorative pattern

Planning and Advice

Summary of federal budget tax changes

(April 2007) As many pundits noted, Finance Minister Jim Flaherty’s second budget had a little for just about everybody. Once again seniors featured prominently in the budget. While tax season for 2006 is already upon us, it’s never too late to start tax planning for 2007. Often, by this time next year advisors will have […]

By Staff |April 19, 2007

3 min read

Decorative pattern

Planning and Advice

Space specifics

(April 2007) As an advisor running your own practice, there’s a good chance you’ve needed to negotiate a business lease at some point. Even though there are a number of obstacles when it comes to leasing office space, there are also a number of steps you can take to minimize the chance you’ll run into […]

By Abigail Cukier, CanadianHealthcareNetwork.ca |April 17, 2007

5 min read

Decorative pattern

Planning and Advice

Open the door on the world

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Global real estate opportunities are expanding Get your clients in on the ground floor Expose your clients to the most attractive global real estate opportunities anywhere. April 2007

By Staff |April 11, 2007

1 min read