Planning and Advice

Looking at a PowerPoint alternative

Planning and Advice

Looking at a PowerPoint alternative

Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option out there. Microsoft has launched a cloud-only presentation app called Sway. It allows you to create a web-ready presentation quickly, either from scratch or using an imported Word document, OneNote […]

By Kevin Cork |November 14, 2017

3 min read

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Advisor's Edge

Client confidential: Wessy L.

Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]

By Susan Goldberg |November 14, 2017

3 min read

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Planning and Advice

Tips to serve high-net-worth clients

Ready to add to your book of private clients? At its national conference in Toronto, the Portfolio Management Association of Canada (PMAC) held a session on serving private clients. (The target client was defined as having more than $1 million in investable assets, not including equity in real estate or private business.) “The majority of […]

By Staff |November 8, 2017

2 min read

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Economic Indicators

RRSP, pension limits are outdated, report says

The federal government should raise the contribution limits for RRSPs and defined-contribution pension plans to reflect lower yields on investments and longer life spans, a report from Toronto-based think tank C.D. Howe Institute says. “People are living longer and — even more importantly — yields on investments suitable for retirement saving are very low. These […]

By Staff |November 7, 2017

2 min read