Future of U.S. estate tax in doubt
Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians
- By: Jamie Golombek
- November 20, 2017 October 31, 2019
- 18:00
Latest news in Financial Planning
Deciphering divorce clues
Eva Sachs discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information
- By: Eva Sachs
- November 16, 2017 October 31, 2019
- 17:00
Constructive divorce planning options for clients
Eva Sachs outlines options that advisors can share with clients navigating separation or divorce
- By: Eva Sachs
- November 8, 2017 October 31, 2019
- 16:00
Key yearend tax planning tips
Jamie Golombek helps advisors get ready for yearend tax planning
- By: Jamie Golombek
- October 25, 2017 November 9, 2019
- 15:00
Evolving corporate tax proposals make RRSPs a smart choice for business owners
Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners
- By: Jamie Golombek
- October 19, 2017 November 9, 2019
- 09:30
An alternative approach to minimizing risk
Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios
- By: Jade Hemeon
- September 26, 2017 November 9, 2019
- 17:20
Smoothing out returns in volatile times
With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
- By: Jade Hemeon
- September 25, 2017 November 9, 2019
- 17:00
Five tips for organizing a family meeting
Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer
- By: Leah Golob
- August 25, 2017 October 31, 2019
- 11:30
How mature students can fund post-secondary education
Students can take advantage of tuition tax credits to reduce their tax burden
- By: Aleksandra Sagan
- August 17, 2017 October 31, 2019
- 10:20
Contributing to post-secondary tuition builds confidence: poll
College or university students who pay at least 75% of their schooling costs feel more confident in financial decision-making and budgeting
- By: Leah Golob
- August 16, 2017 October 31, 2019
- 12:50
Having a direct beneficiary could cause problems for wealthy clients
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
- By: Fiona Collie
- May 30, 2017 November 9, 2019
- 14:20
Bridging the financial planning gap
Most advisors offer financial planning, but only about half of clients have a plan
- By: Leah Golob
- May 26, 2017 October 31, 2019
- 11:15
Actively combating portfolio volatility
Don’t be passive about discussing the benefits of active investing
- May 9, 2017 November 10, 2019
- 14:30
Three key estate-planning questions
Discussing these issues can save your clients trouble in the long run
- By: Leah Golob
- May 9, 2017 October 31, 2019
- 13:40
Helping millennials start saving
Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed
- By: Jennifer Cheng
- April 11, 2017 October 31, 2019
- 10:15
Risks faced by retired clients
Longevity and unexpected health-care costs could derail many clients’ plans
- By: Dwarka Lakhan
- March 15, 2017 October 31, 2019
- 10:00
Helping clients understand the “good” side of risk
Without some risk, adequate returns over the long term are unlikely
- By: Dwarka Lakhan
- March 14, 2017 May 31, 2023
- 09:40
Last-minute RRSP tips
Don’t be just an order taker; discuss overall strategy with your clients
- By: Beatrice Paez
- February 22, 2017 October 31, 2019
- 12:30
Help clients understand financial planning
Use visual tools to tell your story and show the power of compounding
- By: Beatrice Paez
- February 15, 2017 October 31, 2019
- 11:40
Five retirement myths
Misconceptions about debt and home equity can give clients a false sense of security
- By: Beatrice Paez
- January 23, 2017 October 31, 2019
- 12:20
Solving the education puzzle
Can your clients help their children without endangering their own retirement?
- By: Beatrice Paez
- January 13, 2017 October 31, 2019
- 12:00
Helping your clients reduce debt
Encourage them to find ways to lower expenses and set a clear plan
- By: Beatrice Paez
- January 12, 2017 October 31, 2019
- 11:50
Estate planning: Common issues to look out for
Clients are likely to appreciate having potential problems flagged
- By: Beatrice Paez
- December 22, 2016 October 31, 2019
- 10:25
Initiating the estate planning conversation
Failure to plan can leave families with messy problems after clients pass away
- By: Beatrice Paez
- December 21, 2016 October 31, 2019
- 12:10
Get your clients to control holiday spending
You can help them stay on track and avoid spending more than they can afford
- By: Beatrice Paez
- December 19, 2016 October 31, 2019
- 12:45