Planning and Advice

Help your client self-identify as an investor

Doing so has positive effects, finds a BCSC study

By Staff |January 24, 2019

2 min read

Estate Planning

Helping clients sell a business

Every transaction presents unique challenges

By Mark Groulx |January 18, 2019

4 min read

Planning and Advice

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

By Staff |January 15, 2019

1 min read

Planning and Advice

Canadians worried about meeting lofty nest egg goals

Fewer than one in five are confident they can save what they think they'll need

By Staff |January 14, 2019

1 min read

Planning and Advice

Many Canadians lack a financial plan for emergencies

More than half are living paycheque to paycheque, a survey finds

By Staff |January 8, 2019

1 min read

Planning and Advice

Why saving for retirement isn’t a priority for Canadians

Find out what is

By Staff |January 2, 2019

2 min read

Market Insights

The most important books to scrutinize: your own

Knowing the hallmarks of fraud can help you and your clients

By Al and Mark Rosen |December 21, 2018

3 min read

Advisor's Edge

Canadian couple working in the U.S. faces retirement risks

These wealthy clients haven’t planned for the future

By Suzanne Yar Khan |December 19, 2018

8 min read

Advisor's Edge

Canadians working in the U.S. face retirement risks

The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he met his wife, Grace,* now an accomplished surgeon, in their graduating year (1990). They worked separately at various Ontario hospitals and clinics for nine years. Neither was incorporated. In 2000, […]

By Stuart Dollar |December 19, 2018

5 min read

Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

December 17, 2018

2 min read

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