Planning and Advice

Decorative pattern

Planning and Advice

IFIC conference update: Working with the big banks

(September 28, 2005) Despite posing formidable competition within both the fund manufacturing and distribution networks, the major banks have insinuated themselves so deeply in the investment industry, that competitors on both sides feel compelled to partner with them, according to an industry panel at IFIC’s annual conference in Toronto on Wednesday. “The banks are well […]

By Steven Lamb |September 28, 2005

3 min read

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Planning and Advice

Rising oil prices seen as mixed blessing for Canada

(September 27, 2005) The obvious economic benefits brought by surging energy exports will be spread unevenly across the country, padding federal coffers and boosting the oil-rich provinces, while wreaking havoc on the manufacturing sector, according to the latest forecast from TD Economics. The report predicts sustained high energy prices on the global market, calling it […]

By Steven Lamb |September 27, 2005

3 min read

Decorative pattern

Planning and Advice

Planning for clients working post-retirement

(September 27, 2005) Some people just can’t get away from work — even in retirement — yet not all advisors take this into account when they construct retirement plans for their clients, experts say. In addition, a number of popular retirement online calculators don’t allow consumers to include post-retirement employment. But looking at a study […]

By Mark Brown |September 27, 2005

3 min read

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Planning and Advice

Briefly:

(September 28, 2005) Seven RBC Financial Group branches in Toronto are going green after signing on with Bullfrog Power, the only electricity retailer in Ontario that sources power exclusively from wind and low-impact hydro generators that meet the federal government’s EcoLogo standard for renewable electricity. RBC is already active in financing alternative energy sector companies […]

By Staff |September 26, 2005

8 min read

Decorative pattern

Planning and Advice

The opportunities of a lifetime

(September 2005) It’s been a good summer for equity investors. Even so, your client is getting impatient. After watching the latest edition of his favourite investment show on the weekend, he wants to sell a good portion of his portfolio and move heavily into the latest “hot” sector. After all, it’s the opportunity of a […]

By Jeff Thorsteinson |September 23, 2005

5 min read

Decorative pattern

Planning and Advice

Corporate tax changes seen as option for income trust dilemma

(September 23, 2005) In light of Ottawa’s stern message earlier this week that it intends to clamp down on tax leakage to flow-through entities (FTEs), TD chief economist Don Drummond says the most likely solution is a decrease to the corporate tax rate and a rise in the dividend tax credit rate. Ottawa could lower […]

By Mark Brown |September 23, 2005

4 min read

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Planning and Advice

Explaining market timing cheques to clients

(September 23, 2005) Settlement cheques began arriving this week to compensate mutual fund unitholders who were adversely affected by market timing. Although it’s early, some advisors are already beginning to get phone calls from their clients, inquiring about this “found money”, where it came from, and how it might be taxed. In June, the Ontario […]

By Kate McCaffery |September 23, 2005

4 min read

Decorative pattern

Planning and Advice

Strong website good for business: survey

(September 21, 2005) Thinking about cutting your online budget? Think again. A feature rich website is a good investment — and that doesn’t come cheap. Two of every three Canadian financial advisors say the quality of an asset manager’s website will determine if they will do business with that firm, according to a survey by […]

By Mark Brown |September 21, 2005

2 min read

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Planning and Advice

Less is more (Part 2 of 2): Making right sizing work for you

(September 2005)In part one, I made the case for right sizing your practice and outlined the Triple A approach to determining which your clients are really your ideal clients. To read Part 1, please click here. Let prospective clients convince you there is a good fit Once an advisor has created an ideal client profile, […]

By Duncan MacPherson |September 15, 2005

5 min read

Decorative pattern

Planning and Advice

Tech tips for independent advisors

(September 2005) Technology risks are showing up more frequently and moving more quickly than ever before. Advisors working in large corporations tend to have the benefit of a qualified IT department at their disposal to work on these things, but independent advisors or anyone responsible for their own technology have a whole host of considerations […]

By Kate McCaffery |September 15, 2005

7 min read

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