Practice

Planning and Advice

Despite longer lives and more tech, Canadians fail to plan

And many are resigned to longer work lives

By Staff |April 27, 2017

3 min read

Industry

What to do about lavish wholesaler gifts

Details on firms' policies and how to decline politely.

By Melissa Shin |April 25, 2017

6 min read

Planning and Advice

New seg fund rules could reduce taxes for investors

And for clients.

April 24, 2017

2 min read

Planning and Advice

How to bring global pensions home

Traps to avoid

By Curtis Davis |April 21, 2017

5 min read

Planning and Advice

Help clients navigate common retirement fears

Famous Danish philosopher Soren Kierkegaard described anxiety as “the dizziness of freedom.” And there’s something to that. Routines form the fabric of most people’s lives, and a deviation from the routine can be disorienting and even frightening. Small wonder the prospect of retirement often generates a fair bit of anxiety in clients who worry about […]

By Camilla Cornell |April 20, 2017

2 min read

Planning and Advice

How would you structure your practice differently?

Three advisors answer

April 17, 2017

2 min read

Planning and Advice

Save clients from emotional mistakes

If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?

By Katie Keir |April 17, 2017

8 min read

Planning and Advice

How small talk can lead to a big financial decision

In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of the Halifax coastline on their new yacht. I’d sell our cottage and sail the world like they do in a heartbeat.” At that moment Expect to spend roughly 10% of […]

By Staff |April 13, 2017

2 min read

Planning and Advice

Your guide to inflation-proofing clients’ lives

From investments to insurance, eliminate surprises by keeping up with price changes

By Michelle Schriver |April 13, 2017

9 min read

Planning and Advice

Client confidential: Blair A.

Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]

By Susan Goldberg |April 13, 2017

2 min read

← Previous 1 … 90 91 92 93 94 … 386 Next →