How to help clients approach global credit markets
Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.
Latest news in For Your Clients
How to manage common investor behaviour pitfalls
Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.
- By: TD Asset Management
- November 22, 2018 November 11, 2019
- 12:35
Create an actionable financial plan with your female clients
Help your female clients link their personal story and goals with an actionable financial plan. Use this powerful tool to pave the way for a…
- By: TD Asset Management
- November 20, 2018 November 11, 2019
- 12:25
How to start the conversation with your female clients
Help your clients understand some of the unique challenges women face on the path to financial security.
- By: TD Asset Management
- November 13, 2018 November 11, 2019
- 12:14
Planning for boomerang kids
If your adult children return home, you will need a plan to help them get back on their feet. That process begins with having an…
- By: IE Staff
- May 8, 2017 October 28, 2019
- 16:45
Paying down your mortgage
You can shave thousand of dollars off mortgage interest costs if you boost monthly payments or make an extra lump-sum principal payment
- By: IE Staff
- April 24, 2017 October 28, 2019
- 16:45
Hosting travellers at home
Renting out a spare bedroom for a short term may seem like a great way to earn extra cash, but there are a number of…
- By: IE Staff
- April 10, 2017 October 28, 2019
- 16:45
Easing the pain of divorce
Marriage and cohabitation agreements can protect each partner’s financial situation should the relationship break down
- By: IE Staff
- April 5, 2017 October 28, 2019
- 10:15
How to ask for a raise
Be prepared to mount a strong case that you deserve more money. And don’t get emotional when discussing money with your employer
- By: IE Staff
- January 24, 2017 October 28, 2019
- 14:45
Insolvency: Starting over
If your debts are overwhelming, there are a couple of ways to get your financial life back in order. And the sooner you take action,…
- By: IE Staff
- January 9, 2017 October 28, 2019
- 17:00
Nurturing charitable giving
The intent to give to charity often is altruistic, but there can be a financial payoff in supporting charitable causes
- By: IE Staff
- December 13, 2016 October 28, 2019
- 12:20
Managing Your Portfolio Online
“Robo-advisors” typically invest your assets in a portfolio of exchange-traded funds, then rebalance your portfolio automatically
- By: Fiona Collie
- November 22, 2016 October 28, 2019
- 10:20
LSIFs are a risky proposition
There are tax credits for investing in labour-sponsored investment funds, but most individual investors should steer clear
- By: IE Staff
- October 6, 2016 October 28, 2019
- 08:00
Good debt vs bad debt
Managing your debt properly can help you become debt-free sooner
- By: Fiona Collie
- September 9, 2016 October 28, 2019
- 15:30
Dealing with life’s emergencies
You should have the equivalent of about three to six months of your net income set aside so that you can cope with unforeseen events
- By: IE Staff
- August 23, 2016 October 28, 2019
- 14:40
Hiring financial help
Five questions to ask during your first meeting with a financial advisor
- By: IE Staff
- July 12, 2016 October 28, 2019
- 13:30
Investing with ETFs
Most ETFs track the returns of stock market indices, but some newer varieties are actively managed
- By: IE Staff
- June 29, 2016 October 28, 2019
- 06:00
Cottage ownership conundrum
Owning a cottage is not for everyone. Why not rent one for a few summers to see if you’re cut out for cottage life
- By: IE Staff
- June 15, 2016 October 28, 2019
- 10:15
Defining the terms: Part 2
Does some investing lingo leave you in a quandary? We explain a few commonly used terms
- By: IE Staff
- June 8, 2016 October 28, 2019
- 10:00
Teaching your children about money
Learning to distinguish between needs and wants is a key lesson
- By: IE Staff
- May 31, 2016 October 28, 2019
- 10:30
Thinking about downsizing?
Selling the family home requires careful planning. You need to have a realistic idea of what your home is worth and the costs associated with…
- By: IE Staff
- May 24, 2016 October 28, 2019
- 09:00
Life insurance primer
Life insurance can do other things, too, such as leaving a legacy for a cherished beneficiary or covering taxes after death
- By: IE Staff
- April 20, 2016 October 28, 2019
- 16:30
Introducing “From Your Advisor”
Plain language, one-page PDFs you can use to deepen relationships with clients
- By: IE Staff
- April 14, 2016 October 28, 2019
- 00:00
Tax-Free Savings Accounts (TFSAs)
Simple powerful TFSAs are great, all-purpose savings accounts. But pay close attention to the rules
- By: IE Staff
- April 13, 2016 October 28, 2019
- 23:40
Target-date mutual funds
If you’re aiming to deliver on specific objectives, such as funding your retirement, target-date mutual funds may be the ticket
- By: IE Staff
- April 13, 2016 October 28, 2019
- 23:30