Planning and Advice

Planning and Advice

Doug and Jeff: Retirement Resource Centre Case Study

A venture gone wrong leaves this Vancouver couple risk-averse about investing. They’re now clinging to GICs.

By Camilla Cornell |January 15, 2015

2 min read

Planning and Advice

The right time to rebalance

As the year comes to a close, now’s the time to get your clients’ asset mixes back to where they’re supposed to be.

By Bryan Borzykowski |January 13, 2015

3 min read

Planning and Advice

Is advisor fee deductibility really beneficial?

With the advent of CRM2, investors will know the exact dollar amount paid in fees to his or her financial advisor at the end of each year

By Francois Bernier |January 9, 2015

5 min read

Estate Planning

New rules for probating an Ontario estate

Ontario now requires executors to explain how much they say an estate is worth.

By Staff |January 9, 2015

1 min read

A look ahead: Where should people put their money in 2015?

Despite what’s happened over the past month, it’s generally been a good year for Canadian markets. Oil prices may have fallen to sub-$70 levels, but the S&P/TSX Composite Index is still up nearly 7.5% since January. After a tepid start, the U.S. market has done well too — the S&P 500 has climbed about 12% this year.

4 min read

Planning and Advice

Doug and Jeff: Retirement Resource Centre Case Study

The right time to rebalance

Is advisor fee deductibility really beneficial?

New rules for probating an Ontario estate

Polishing your practice in 2015

Investor confidence takes a hit: CIBC

A look ahead: Where should people put their money in 2015?

Working with next gen clients

How to tax-loss harvest

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