Practice

Planning and Advice

Ready to take a risk?

How to get beyond box-checking suitability questionnaires

By Christopher Mason |September 5, 2012

4 min read

Planning and Advice

6 ways to help immigrants

Human beings are all the same. We want to feel secure, a place to call home, and to know our children and health will be looked after.

By Staff |September 5, 2012

2 min read

Planning and Advice

CPP and life expectancy

Knowing the best time to apply for CPP depends on how long you think you'll be alive

By Maureen Glenn |September 4, 2012

2 min read

Industry

Google visits the arctic…on a tricycle

While making plans for end-of-summer trips, the Arctic is probably the last vacation destination you’ll consider. Google, however, recently made the trek using a tricycle.

By Martha Porado |August 31, 2012

2 min read

How to be a good mentor

Every entrepreneur needs a support network of family and friends, but it’s equally important that they have a good mentor. The Young Entrepreneur council lists the nine qualities young advisors are looking for in a mentor.

By Staff |August 31, 2012

1 min read

Canada’s top 50 young entrepreneurs

Want to expand your list of entrepreneur and business owner clients? Well, look no further. Profit has just released its 13th annual list of the 50 most successful new growth companies in Canada. Read: Hot 50: Meet the stars of growth and Looking after wealthy clients The vast majority of the companies listed (80%) started […]

August 29, 2012

1 min read

Online tax tools for business owners

The CRA has introduced a number of tools to reduce the tax burden placed on small businesses, says the Honourable Gail Shea, minister of national revenue. “By offering improved services, we’re aiming to reduce the red tape faced by small businesses and Canadian entrepreneurs,” he said. Read: Tax tips for business owners To keep businesses […]

By Staff |August 28, 2012

1 min read

Julius Baer confirms client data stolen

Swiss wealth manager Julius Baer Group is busy contacting its customers after an employee stole private information on their Swiss offshore bank accounts, reports Bloomberg. Read more, and check on more links about preserving client's privacy.

By Staff |August 28, 2012

1 min read

Practice

Ready to take a risk?

6 ways to help immigrants

CPP and life expectancy

Google visits the arctic…on a tricycle

How to be a good mentor

South Korean women shatter glass ceiling

Canada’s top 50 young entrepreneurs

CFP Board strips 8 U.S. advisors of designations

Online tax tools for business owners

Julius Baer confirms client data stolen