Planning and Advice

Why you should build a diverse team Fallback Image Decorative pattern

Industry

Why you should build a diverse team

Our industry is undergoing a fundamental shift in how we advise clients. There will likely be more emphasis on a full wealth management approach, rather than just portfolio management. So advisors need to adapt.

By Craig White and Grant White |April 24, 2015

3 min read

CRA says clients can put more into TFSAs now Fallback Image Decorative pattern

Industry

CRA says clients can put more into TFSAs now

A CRA spokesperson has confirmed to Advisor.ca that clients can start taking advantage of the increased $10,000 contribution limit for the TFSA immediately.

By Staff |April 23, 2015

1 min read

A big-picture look at budget 2015 Fallback Image Decorative pattern

Economic Indicators

A big-picture look at budget 2015

More TFSA contribution room and smaller mandatory RRIF withdrawals were the big headlines coming out of yesterday’s federal budget.

By Staff |April 22, 2015

1 min read

Is a home a nest egg or an investment risk? Fallback Image Decorative pattern

Planning and Advice

Is a home a nest egg or an investment risk?

For many couples, their home is their largest asset. What they may not realize is that asset could represent a significant investment risk as they approach retirement.

By Dean DiSpalatro |April 13, 2015

2 min read