Advisor to Client

Financial Planning

Prove your value to business-owning clients

Business owners face unique financial and tax challenges

By Staff |September 8, 2016

2 min read

Financial Planning

4 ways to pass on the family cottage

Minimizing tax is only one factor to consider when passing on the family cottage

By Romana King, MoneySense |September 8, 2016

4 min read

Risk Management

New rules for overseas visitors

New rule came into effect September 30, 2016

By Staff |September 7, 2016

1 min read

Tax

Moving? What to do with your U.S. retirement account

There are four ways to bring your retirement savings with you when moving from the U.S. to Canada.

By Melissa Shin |September 2, 2016

3 min read

Tax

Tax tips for your collections

There are special tax rules, and tips, for collectors of coins, stamps, antiques, rare books or other collectibles.

By Jessica Bruno |September 2, 2016

3 min read

Financial Planning

How new couples can pay mortgages fairly

MoneySense's Bruce Sellery helps a homeowner who is wondering if both partners should contribute the same amount to their mortgage payments, even if one makes a lot more money than the other.

By MoneySense |September 2, 2016

1 min read

Financial Planning

Help clients understand how you’re paid

Your clients come to you for sound financial advice, but may not fully understand how you’re paid. Whether you’re commission-based or fee-only, take the time to explain your payment structure.

By Staff |September 1, 2016

1 min read

Financial Planning

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

By MoneySense |August 24, 2016

3 min read

Investing

Can dividend stocks replace bonds?

It sounds good in theory, but it may not be the best strategy in practice

By MoneySense |August 12, 2016

4 min read

Risk Management

Catch Me If You Can shows the sad side of fraud

In the 1960s, Frank Abagnale Jr. cashed millions of dollars of forged cheques and impersonated a pilot, a doctor and a lawyer, all before he celebrated his 19th birthday. Abagnale Jr., who went on to help authorities catch other frauds, eventually wrote a book about his exploits.

By Sarah Cunningham-Scharf |August 11, 2016

5 min read

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