Practice

A novel approach Fallback Image Decorative pattern

Planning and Advice

A novel approach

(February 2008) In an attempt to gain (or at least retain) market share, some mutual fund companies have taken to increasing the trailing commissions paid to advisors once DSC schedules near expiration. The idea is that since MERs are unchanging, why not pay out higher amounts to advisors once the high cost of the up-front […]

By John De Goey |February 22, 2008

3 min read

To incorporate or not? Fallback Image Decorative pattern

Planning and Advice

To incorporate or not?

(February 2008) The long-standing debate on whether registered salespersons should be permitted to incorporate has been recently recharged. In October 2007, the Manitoba Securities Commission exempted Canadian corporations from the dealer registration requirement under the Manitoba Securities Act solely to allow them to receive commissions and fees from dealers, provided certain conditions are met. To […]

By Rebecca Cowdery, Prema Thiele |February 22, 2008

5 min read

Caught by the calendar Fallback Image Decorative pattern

Planning and Advice

Caught by the calendar

(February 2008) The federal Home Buyers’ Plan (HBP) allows a first-time home buyer, along with his or her spouse or common law partner, to withdraw up to $20,000 each from a Registered Retirement Savings Plan to purchase a first home. Under the plan, the RRSP must be repaid over a 15-year period, beginning with the […]

February 22, 2008

3 min read

Practice Lab: Retaining clients in volatile times Fallback Image Decorative pattern

Planning and Advice

Practice Lab: Retaining clients in volatile times

(February 2008) How have things been going for your business given the ongoing market volatility? If you’re like the financial advisors we coach, then the up- and downswings have likely made your job even busier. But rest assured you can turn the turbulent situation into opportunities. Here are some great, advisor-tested ideas. 1. Hold a […]

By April-Lynn Levitt and Kim Poulin |February 19, 2008

4 min read