Financial planning

Investment rules for women

Studies show women aren’t taking full advantage of financial opportunities due to misconceptions and lack of knowledge about investing. But an article on ReadersDigest.ca shows, if anything, women need to invest more than men to gain financial security against life’s curve balls. One of the ways women can do that is by not relying on […]

By Staff |January 15, 2013

1 min read

Estate Planning

All about shareholders’ agreements

Make sure business-owner clients have drawn up these documents.

By Mike George |January 15, 2013

6 min read

Industry

Canadians expect a happy financial 2013

Canadians are approaching the new year feeling positive about their current financial situation, shows a new CIBC poll. The study reveals 70% of those polled feel optimistic about their finances for 2013, an increase of 6% from a year ago. “Canadians are entering 2013 with a more positive outlook on their finances today, and with […]

By Staff |December 27, 2012

2 min read

Industry

Finance tips for Santa

Santa’s on a tight deadline. He’s got less than a week to make sure all presents are packed and his reindeer are fit to take flight. The end of year is also a crucial time for last minute financial planning. Read: Santa makes the big bucks in 2012 “Santa is not only Canadian, he is […]

By Staff |December 18, 2012

2 min read

7 steps to smarter holiday spending

You don’t have to be a Scrooge to take control of your spending. Read: Do the holidays make people cheap? Still, considering that in 2012, average household debt in Canada reached a staggering 163% of annual income—for every $1 we make, we spend $1.63—most of us can’t afford that $400 Louis Vuitton wallet for Aunt […]

By Staff |December 11, 2012

2 min read

Tax articles to share with your clients

As the year winds down, your clients’ thoughts turn to taxes. Or not. The point, though, is that they should; because any tax issues they clear up late in 2012 or early in 2013 will mean savings throughout the coming year. As you prepare for year-end meetings, phone calls or other communications with clients, here […]

By Staff |December 3, 2012

1 min read

Canadians value financial planning

Canadians understand the significance of a financial plan, especially for tackling life’s major milestones, says a BMO Financial Group survey. The study says 85% of those polled are confident their financial plan will help them achieve their financial goals. Most believe it is essential for being prepared for major milestones. Read: Investors want plain-talking advisors […]

By Staff |November 16, 2012

2 min read

Financial planning

Investment rules for women

All about shareholders’ agreements

Canadians expect a happy financial 2013

Finance tips for Santa

7 steps to smarter holiday spending

Cover all bases for clients

Tax articles to share with your clients

Help clients set realistic expectations

Secure your data

Canadians value financial planning