Home Kate McCaffery

Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.

  • May 6, 2013 September 6, 2018
  • 05:55

When clients leave, it can be surprising. But, often there are signs the relationship was on the rocks.

  • November 12, 2012 August 24, 2018
  • 05:59

More than any other asset, the demand outlook for commodities is intrinsically tied to the big picture. Forget bottom up investing; if you want to predict the price of, say, copper, you need to examine the entire macroeconomic picture in all of its dismal glory.

  • January 19, 2012 August 21, 2018
  • 00:00

Disability income (DI) insurance isn’t the sexiest or most lucrative offering in an insurance advisor’s lineup. But DI is an important part of the puzzle for anyone who makes a point of offering holistic advice.

  • November 23, 2011 August 23, 2018
  • 10:53

In the years after the ABCP fiasco, the managers of the ACM Commercial Mortgage Fund were able to make some “incredible deals” while their competition was forced to sit on the sidelines.

  • September 12, 2011 August 23, 2018
  • 14:10

The question of whether a client belongs in a universal life policy or a whole life policy is complicated by a few different facts and factors these days. Some advisors have their preferences, people have their own ideas, sometimes their own misconceptions, and even markets today are influencing opinion about each product. Universal life policies […]

  • July 7, 2010 June 16, 2018
  • 16:00

Estate planning done badly is one of those areas where only the lawyers make out well in the end. This is particularly true when it comes to tax and estate planning for blended families. Even if a client’s decisions are not particularly contentious, there are still places where a significant amount of money can be […]

  • April 9, 2010 June 16, 2018
  • 00:00

This Advisor.ca Special Report is sponsored by: On the surface, inter-provincial tax planning appears pretty simple—clients should assume they’ll pay tax on any income or disposed assets based on the rates of the province they live in. But wealth management strategies tend to be more complex than that, especially if there are ways to avoid […]

  • April 6, 2010 June 16, 2018
  • 10:35

This Advisor.ca Special Report is sponsored by: Clients often wonder whether it makes sense to save up their eligible tax credits—like those for charitable donations—over several years and claim them all at once. Unless they’re not paying tax at all, the answer to that question is usually no: if they have them today, they should […]

  • April 6, 2010 June 16, 2018
  • 10:27

Hold onto your hats and grab your anti-nausea meds. If David Rosenberg is right, the latest correction isn’t over, not by a long shot. Rosenberg — called “the man with crystal balls” by Gluskin Sheff & Associates, the firm that appointed him chief economist and strategist earlier this year — says the current market rebound […]

  • September 23, 2009 June 16, 2018
  • 00:00