Advisor to Client

Presentation: Tax credits for seniors Fallback Image Decorative pattern

Financial Planning

Presentation: Tax credits for seniors

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to use tax credits during retirement. The presentation is in a Word file to make it simpler to customize content for your client’s needs.

May 7, 2015

2 min read

Genetic testing and your insurance Fallback Image Decorative pattern

Risk Management

Genetic testing and your insurance

Angelina Jolie Pitt's experiences can help clients when buying life insurance

By Susan Goldberg |May 5, 2015

4 min read

The search for uncorrelated assets Fallback Image Decorative pattern

Investing

The search for uncorrelated assets

When assets are too correlated in your portfolio, you’re less diversified and more susceptible to risk.

May 4, 2015

2 min read

Understand the implications of sharing assets Fallback Image Decorative pattern

Investing

Understand the implications of sharing assets

Are you one of the millions of Canadians who participates in the sharing economy? If so, know the tax and insurance implications of renting out your property and driving others

May 1, 2015

6 min read