Planning and Advice

Planning and Advice

Wealthy couple worries about worldwide estate value

Experts discuss tax mitigation and retirement options

By Suzanne Yar Khan |November 27, 2017

10 min read

Planning and Advice

Why IPPs can help more business owners than you’d expect

Wages and ages matter

By Lea Koiv and William C. Kennedy |November 24, 2017

7 min read

Planning and Advice

Advance planning puts clients ahead of the curve

If aging is the only way to live a long life, as one adage puts it, then clients need to think about the financial, physical and mental changes they will face in retirement.

By Camilla Cornell |November 23, 2017

2 min read

Planning and Advice

Canada behind peers in raising retirement age: report

Canada is not keeping up with its G7 peers

By Staff |November 23, 2017

1 min read

Planning and Advice

Questions to ask an aspiring small business owner

In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our B&B was horrible. I could do it so much better! At that moment Later in the meeting Offer to look at your client’s portfolio and help her figure out how […]

By Gil Martinez |November 17, 2017

2 min read

Industry

How the industry can protect vulnerable investors

Six recommendations to help firms, advisors and clients

By Staff |November 16, 2017

2 min read

Planning and Advice

What 80-somethings expect from their advisors

Client expectation: I expect my advisor to help me understand my options if I lose my independence. For instance, can I afford care with an income of OAS, CPP and a lump sum from the sale of my home? – Ruth Howland, 83, great-grandmother, music lover, Lower Woodstock, N.B. Advisor solution: Vanessa Flockton Financial advisor, […]

November 15, 2017

4 min read

Planning and Advice

How are you preparing for succession?

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

November 14, 2017

2 min read

Advisor's Edge

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Planning and Advice

Travel like a pro in your client’s private plane

Travelling by private jet is—literally—the height of luxury. A private aircraft lets flyers control their own time (and take full-sized toothpaste tubes in their carry-ons). “You can leave when you want. You have access to more remote locations. You can fit in multiple stops in a single day. There’s no parking, no waiting in line, […]

By Susan Goldberg |November 14, 2017

5 min read

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