Special Reports: Top Story
Shifting Gears
August 11, 2010It's the goal that almost all of your clients are working toward: The day they stop punching the clock and can retire.
More from Special Reports
Advisor.ca Reader Polls
Staff / August 01, 2010What do you think? How do you feel? Advisor.ca wants to know. Vote in our polls and let your voice be heard. Check back often for more polls on hot button topics and breaking news items.
Top Minds and Invaluable Insights
June 10, 2010Some of the top minds in finance met at the CFA Institute's 63rd Annual Conference in Boston last month, to discuss the way forward in a period of extreme volatility and sovereign debt risk. World-renowned experts offered their insights on issues of inflation, deflation, human behavior and ethics.
Emerging Markets: Full steam ahead
May 04, 2010Debt? Recession? Neither is much of a problem in the emerging markets. Sure, China and India slowed to single digit growth, but they still offer far better economic prospects than the high-end estimates of 2% for the developed markets.
Tax Special: Getting your ducks in a row
April 06, 2010There's no escaping it. It is that time of year again. The taxman is at the door and he is looking for his share. He wants those returns and he wants them soon.
Budget 2010: Flaherty tackles the deficit
March 04, 2010Finance Minister Jim Flaherty has tabled a deficit-fighting budget, but the pennies were not pinched as tight as some had feared. Some tax loopholes were closed, but on the upside, there were some new provisions for the disabled.
RRSP Reality Check
February 11, 2010The emergence of the TSFA and with clients focused on paying down debt, there is a decreased emphasis on retirement savings, changing the economic climate for RRSPs. In our Special Report: 'RRSP Reality Check', we look at how the sands are shifting and the need for advisors to increase emphasis on asset allocations within registered plans.
Dollars & Sense
Staff / December 17, 2009The Advisor Group's eighth annual Dollars & Sense survey of advisors and clients provides precious insights into what clients want from their advisors; and in turn, what advisors need in order to fulfill those expectations.
Ahead of the pack: Tax tips
Staff / November 17, 2009Advisors do a lot, but tax planning may be your most important task. No matter what your clients invest in, if they don't file properly or take advantage of tax reduction strategies, you may as well kiss the wealth you built together goodbye.
In our annual tax package, you'll find:
Digital Cover Feature: Back On Track
Philip Porado / October 15, 2009Until recently, many Canadians went out on a limb and used their houses as ATMs to fund their dreams. Now the bills have come home to roost. For clients facing layoffs or income reductions, debt is a serious matter.
Attracting the affluent
ADVISOR Staff / September 15, 2009Every advisor covets more high-net-worth clients. But how do you serve them well and create loyal advocates of your work? In this special report, you'll find tax, investment and insurance strategies that go above and beyond the status quo and will help HNW clients to see the value of your advice.
