Advisor's 'heretical' strategy proven right
One advisor in Alberta who sold his clients’ stakes in energy is patting himself on the back, following a report from the Conference Board of Canada which said there will be no quick rebound for oil.
Veteran Nova Scotia advisor calls for action from his peers
The Golden Rule to do right by clients has held Nova Scotia advisor Howard Williams in good stead for more than 30 years. But, in general, are advisors doing enough?
Advisors ready for 'assisted suicide' clients?
A Supreme Court of Canada decision to allow physician-assisted suicide will force advisors to step their game up as they work with clients for end-of-life planning, Shafik Hirani, a wealth advisor with Investors Group said in an interview with WP.
Stephen Harper vs. Justin Trudeau: income-splitting becomes an election issue
Justin Trudeau believes they’re only for the rich. Is he right?
The Feds go to bat for Canadian families
The Harper government delivers average annual tax savings of $1,140 for Canadian couples with kids. The additional disposable income should be a boon for financial advisors.
Fun Friday Reads
Some fun, or at least interesting, reads for the upcoming long Labour Day weekend.
Nick Bakish | Young Guns 2014
Well read: Inheriting a book of business not as easy as it seems
As boomer-era advisors retire books of business are being handed off, a whole new set of challenges follow.
Tweaking your emails in the CASL-era
Carrying a mortgage a smart investing move
Your high-net worth clients are proudly Canadian but are increasingly following in the steps of their American counterparts in choosing to carry forward their mortgages well past their ability to retire them.