Advisor to Client

Harness your cash flow Fallback Image Decorative pattern

Financial Planning

Harness your cash flow

How can you better control your income and debts so that you harness all your available funds? When tackling cash flow planning, first look at which expenses you can actually control and how to do that. Then, your advisor can help you make any needed changes to your debt structure. Once you take those steps, […]

February 24, 2014

2 min read

Smart investors avoid chasing yields Fallback Image Decorative pattern

Investing

Smart investors avoid chasing yields

In this market, it's tempting to scrap low-return investments for riskier fare. But the move can have unintended consequences.

By Murray Belzberg |February 24, 2014

2 min read

Conversation starter – Look to small caps for big returns Fallback Image Decorative pattern

Investing

Conversation starter – Look to small caps for big returns

Ask your client, “Do you believe the market price of a company always reflects its true value?”

February 21, 2014

1 min read

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Tax

Be careful with rental property tax claims

Don’t become a landlord before learning about the tax rules.

February 20, 2014

3 min read