Client engagement

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Advisor’s best editorials of 2015

Throughout 2015, we wrote a series of editorials on issues you’re grappling with.

By Staff |December 23, 2015

2 min read

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More women than men becoming billionaires: report

Women are becoming more influential when it comes to managing family businesses.

By Staff |December 21, 2015

2 min read

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Still time to warn clients about overspending

More than half of Canadians haven’t yet finished shopping, so warn your book about last-minute budget busting.

By Staff |December 21, 2015

2 min read

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8 tax questions to share with clients

Before clients get caught up in the holidays, urge them to start tax planning.

By Staff |December 14, 2015

2 min read

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Rapping about CRA and crooning about the economy

Sometimes the best way to confront a difficult topic is to laugh at it.

By Staff |December 11, 2015

3 min read

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Canadians to travel more, says survey

Nearly one-third of Canadians travel more now than they did five years ago.

By Staff |November 30, 2015

1 min read

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5 strategies for tax-efficient investing

Help clients boost the after-tax returns of investments held outside of registered accounts.

By Staff |November 27, 2015

1 min read

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Number of DIY investors could soon double

Nine of 10 Canadians who use self-directed investing are happy with their experiences.

By Staff |November 25, 2015

2 min read

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Planning and Advice

Primer on professional corporations, Part 2

In this article, we’ll look at two key disadvantages of incorporating and address a series of other considerations that come into play when deciding whether or not to incorporate.

By John Natale |November 23, 2015

4 min read

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68% of Canadians are financially literate: report

On a global scale, Canada ranks 5th when it comes to the financial literacy.

By Staff |November 20, 2015

2 min read

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