Financial planning

Estate Planning

8 ways clients can manage finances

Invest, spend, and provide wisely once a business is sold

By James Dolan |March 20, 2013

3 min read

Estate Planning

3 ways to help boomers retire

Baby boomers are beginning to turn 65, but many may have decided to work longer.

By Christopher Mason |March 18, 2013

1 min read

Tax News

11 tax strategies

These tips can help clients maximize their returns

By Staff |March 13, 2013

2 min read

Industry

Romance may be in the air today, but once the rose-coloured glasses come off and the chocolate high has subsided, your clients may be a bit brokenhearted — about their savings. Read: Love and marriage (and money) For those who still need to grab a last minute gift, Scotiabank provides these tips. Here are some […]

By Staff |February 14, 2013

1 min read

5 financial tips for 2013

Clients who planned to start 2013 right by reducing debt and saving more may be wavering from their goals. This is because it takes self-discipline, time management, dedication, support, and reliable tools and resources for an individual to reach a position of financial comfort, says Money Mentors credit counselor Stacey Townsend. Read: 4 ways to […]

By Staff |February 5, 2013

2 min read

RRSP essentials and strategies

After 55 years, you would think that the basic idea behind RRSPs would be ingrained in Canadians' minds. Judging by the fact that only a quarter of eligible tax filers made a contribution, they might not even know enough.

6 min read

CSI launches certificate program for advisors

In response to growing suitability and proficiency standards for advisors in both Canada and around world, the Canadian Securities Institute (CSI) has introduced Advanced Mutual Funds Advice (CMFA), a certificate program to help mutual fund advisors adhered to higher standards while further raising their professional level. “In a complex and rapidly evolving financial services landscape, […]

By Staff |January 22, 2013

2 min read

Canadians with financial plan less stressed

Do people feel they’re better off when they have a financial plan? Absolutely. In fact, Canadians with comprehensive financial plans scored 62% more on emotional wellbeing than those without; 85% more on financial wellbeing and 45% more in overall contentment, reveals a study by Financial Planning Standards Council (FPSC). Read: Many Canadians don’t have a […]

By Staff |January 22, 2013

1 min read

Estate planning articles to share with clients

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]

By Staff |January 22, 2013

1 min read

Financial planning

8 ways clients can manage finances

3 ways to help boomers retire

11 tax strategies

Don’t go broke for love

5 tips for young clients

5 financial tips for 2013

RRSP essentials and strategies

CSI launches certificate program for advisors

Canadians with financial plan less stressed

Estate planning articles to share with clients