Planning and Advice

Decorative pattern

Planning and Advice

Court report: Advisor Inc. pitfalls

(April 2007) Financial advisors who use a personal corporation to run their practice need to ensure that they are meticulous when structuring their business affairs, to make sure that the corporation, not the advisor in his or her own personal capacity, is actually in the business of providing financial advice. This issue was highlighted by […]

April 25, 2007

3 min read

Decorative pattern

Planning and Advice

Five essential steps to enrich your practice

(April 2007) As wealth grows, so does complexity. This is especially true for those who have crossed the threshold from high-net-worth ($1-million or more of investable assets) to ultra-high-net-worth ($10-million or more). Traditionally, one way for ultra- HNW families to cope with this increasing complexity was to build their own private investment firm — a […]

By Thane Stenner, Rod Bower, Rory O'Connor |April 23, 2007

5 min read

Decorative pattern

Planning and Advice

Summary of federal budget tax changes

(April 2007) As many pundits noted, Finance Minister Jim Flaherty’s second budget had a little for just about everybody. Once again seniors featured prominently in the budget. While tax season for 2006 is already upon us, it’s never too late to start tax planning for 2007. Often, by this time next year advisors will have […]

By Staff |April 19, 2007

3 min read

Decorative pattern

Planning and Advice

Space specifics

(April 2007) As an advisor running your own practice, there’s a good chance you’ve needed to negotiate a business lease at some point. Even though there are a number of obstacles when it comes to leasing office space, there are also a number of steps you can take to minimize the chance you’ll run into […]

By Abigail Cukier, CanadianHealthcareNetwork.ca |April 17, 2007

5 min read

Decorative pattern

Planning and Advice

Open the door on the world

For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Global real estate opportunities are expanding Get your clients in on the ground floor Expose your clients to the most attractive global real estate opportunities anywhere. April 2007

By Staff |April 11, 2007

1 min read

Decorative pattern

Planning and Advice

Helping spouses plan

(September 2006) Until recently, divorcing spouses often lacked the counsel needed to look into the future of a settlement agreement to determine its financial fitness. Yes, lawyers, pension analysts, business valuators, social workers and accountants have played an important role in advising spouses about their financial futures (“after-tax”). However, none of these specialists have been […]

By Kathryn Jankowski |April 9, 2007

5 min read

Decorative pattern

Planning and Advice

Amicable division

(April 2005) After 18 years of marriage, Ken and Josie (all client names have been changed) decided to throw in the towel. Both accepted they’d be happier apart, so long as they were assured their 10-year-old daughter, Susan, would receive the support of both parents, and that they could agree to an equitable distribution of […]

By Michael Berton |April 9, 2007

3 min read

Decorative pattern

Planning and Advice

To Clients: The 2007 Federal Budget and your financial plan

Being proactive counts with clients. Send out this letter to show them you are up to date on current affairs. Dear [Client/Prospect name], As you know, Finance Minister Jim Flaherty delivered his second federal budget on Monday in Ottawa. This budget has many items that could affect your financial plan and present additional savings and […]

By Staff |March 19, 2007

2 min read

Decorative pattern

Planning and Advice

Legally speaking: Goodwill undone

(March 2007) Identical wills, mutual wills, mirror wills — as long as clients have a will at all they’re ahead of the game, right? Wrong. Couples, whether they’re married couples, business partners, life partners, relatives or friends who have shared assets, often create wills that are intended to protect and benefit the surviving spouse or […]

By Harold Geller |March 14, 2007

5 min read

Decorative pattern

Planning and Advice

Stop digging

(March 2007) Regulators don’t like to be kept waiting. And if one’s singled you out, it really doesn’t make sense to deprive the examination staff of information. For some reason, that hasn’t completely sunk in with everyone in this industry. During the course of a year, a read-through of regulatory actions from the Investment Dealers […]

By Philip Porado |March 7, 2007

4 min read

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