Client engagement

Industry

4 drivers of growth in responsible investment

Canada's responsible investment (RI) market is growing rapidly.

By Staff |February 3, 2017

2 min read

Estate Planning

Estate planning for diverse communities

How to help clients execute wills compliant with faith or treaty

By Susan Goldberg |January 27, 2017

8 min read

Estate Planning

Agricultural legacies are opportunities for advisors

Estate planning for farmer clients

By Natasha van Bentum |January 27, 2017

6 min read

Tax News

Taxes for West Coast Canadians

Why read this? Your client is a B.C. logger or resident. What to do Claim the Logging Tax Credit If your client paid provincial logging tax, she may be able to claim a federal credit. The credit is the lesser of either 6.6667% of her logging income for the year, or two-thirds of the provincial […]

By Jessica Bruno |January 27, 2017

4 min read

Inform clients about these nefarious threats

Forget market and volatility risks: your client could face more nefarious threats. The top five investor risks for 2017, as identified by the Alberta Securities Commission (ASC), mostly involve scams. Here’s what your client should guard against: Other ways scam artists profit from the next big thing is by taking advantage of the state of […]

By Staff |January 11, 2017

2 min read

21% of Canadians want to be financially fit in 2017

An Ipsos survey reveals 21% of Canadians will focus on financial goals in 2017, such as paying down debt, spending less and saving more. (Of course, more Canadians — 33% — say fitness goals top their new year’s resolutions, but we all know those goals will be soon forgotten.) For clients who need a push […]

By Staff |January 9, 2017

1 min read

Canadians set to make — and break — holiday budgets

If you factored holiday spending into your client’s cash flow plan, you deserve a cup of holiday cheer. If you also discussed with your client a plan for impulsive behaviour, you deserve a visit from St. Nick himself. That’s because more than half of Canadians (51%) expect to go over budget this holiday season, reveals […]

By Staff |December 19, 2016

2 min read

Client engagement

4 drivers of growth in responsible investment

Estate planning for diverse communities

Agricultural legacies are opportunities for advisors

Taxes for West Coast Canadians

Is your client cheating on you?

Clients want to shoot for the moon but don’t have financial plans

Inform clients about these nefarious threats

21% of Canadians want to be financially fit in 2017

Canadians set to make — and break — holiday budgets

This debt repayment plan can shield clients from creditors