A question frequently asked by clients who face imminent retirement is: “Will my money last?” A proper response from a financial advisor requires examining several issues that could affect the client and determining whether guaranteed products can fit into his or her portfolio. With interest rates at historically low levels and financial markets volatile, many […]
The 2016 tax-filing deadline may seem far off, but filing an annual income tax return is a task your clients should be mulling over during the entire year to ensure they file on time and don’t fall into the ranks of “chronically late filers.” “People should think about income taxes and their implications throughout the […]
Debbie Hartzman, an advisor with Professional Investments Inc. in Kingston, Ont., has a diverse business background. Since entering the financial advisory business 22 years ago, she has seen her role as being "quarterback for the client"
For clients who will be away for extended periods, there are several issues they should consider, such as U.S. tax laws, travel insurance and home security
The popularity of international ETFs is growing rapidly as investors look for greener investment pastures
Advising clients who are self-employed can involve issues from cash flow to managing their savings. Reviewing strategies with these clients can boost their earnings - and peace of mind
Rebecca Horwood was only the second woman to be hired at Canada Life's main office in Toronto. Before that, she worked in the fashion industry. But her attraction to the new, as well as a flair for numbers, drew her to financial services
The days when many clients wouldn't entrust a woman with their finances are long gone. And the growing wealth of women as a group can be an opportunity for women advisors to connect. But self-confidence still can be an issue
Although there are many Canadians who love to brave the outdoors in winter, many more shield themselves from the cold in their homes, shunning one of nature’s most important nutrients: vitamin D. Vitamin D is both a nutrient and a hormone that works with calcium and phosphorous to strengthen bones. The human body naturally produces […]
If you're the quiet type, you can become an effective networker by learning a few techniques and making use of your curiosity. You don't have to be the life of the party - just be sincere