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Insurance businessman parachute

Leverage an insurance policy’s negative ACB

A client scenario illustrates the tax advantages for business owners

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Help your clients get more invested in their retirements

The new retirement reality calls for a reconstructed strategy

Businessman calculating and checking articles of agreemen

Volatility affects all your client’s assets, including their business

A client scenario shows the importance of inquiring about assets you don’t administer

Businessman with yellow insurance umbrella looking over city

Investors must remain steadfast amid volatility and rate hikes

Here’s how advisors can prepare portfolios

Hand holding a light bulb

Reconsidering retirement as a value proposition

As clients evolve, so must advisory services

  • By: Rod Burylo
  • September 7, 2022 September 7, 2022
  • 09:41
Filling out Canadian tax documents

Tax slip error has significant fallout for client

Proactive collaboration is critical for resolution, client well-being

Canada, provinces, map, red

Replacing Canada’s most important number

Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

  • By: Jack Rando
  • August 9, 2022 August 9, 2022
  • 09:25
client meeting

Help your client navigate the new retirement reality

Advisors play an essential role in improving client confidence

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Who has the power?

Understanding power of attorney versus trusted contact person

businessman searching with binoculars

The outlook for 2022’s second half

Economies brace for slower economic growth

wood chess pieces surrounding red piece

How to distinguish yourself during estate administration

Jump the credibility curve with executors and beneficiaries

Toronto downtown with new streetcar

Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

Voter on a Canada flag background.

Conservative victory looking more realistic

Column: Liberals finally get their wedge issues, but they may not be enough to save Trudeau

5994395 - front view of the canadian parliament building , with nobody showing

Election nobody seems to want could still be important

Column: Since this election will take us into a post-pandemic era, Canadians need to take a hard look at what’s ahead

foreign country with stock market data

Canadian ETFs ride a global trend

The domestic ETF market continues to grow along with the rest of the world

Parliament buildings on a sunny day

An election hasn’t been called yet, but the Conservatives may have already lost

Opinion: The Conservatives are in danger of becoming yesterday’s political brand

parliament hill

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

Canadian Parliament Building at Dusk

Carbon tax ruling may set off years of turf fighting between the feds and provinces

The ruling appears to have given Ottawa the national policy leverage it has long coveted

Canadian Parliament Building at Dusk

Opinion: Budget likely a political success that could haunt Liberals later

The Liberals are trying to consolidate support among progressive voters by poaching NDP policy, writes Gord McIntosh

client meeting

Take strategic advantage of ETF tax traits

Make the most of ETFs’ potential by understanding how they’re taxed

work from home

Working from home made tech ETFs one of 2020’s most exciting investments

Forward-thinking investors may want to consider adding technology ETFs to their portfolios

young woman with question mark on a gray background

Why aren’t advisors using ETFs in their portfolios?

Examining five reasons why advisors say they aren’t using ETFs

businesswoman thinking

Understanding the role of indexes in today’s markets

Help your clients understand indexes and the ETFs that track them

birthday cake

Getting better with age: ETFs turn 30

A look back at how the ETF landscape has evolved — and what to expect from the years to come

Businessman balancing bear bull financial managing stock market illustration

From 1987 to 2020: perspectives on bear markets

It is virtually impossible to predict the opportune time to exit or re-enter the stock market