Michelle Schriver is assistant editor of Advisor’s Edge. Email her at michelle.schriver@tc.tc.
Michelle Schriver is assistant editor of Advisor’s Edge. Email her at michelle.schriver@tc.tc.
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
There's a shadow side to likability
Initial industry reaction to the SRO's discussion paper
Find out who advises these advisors
Unpleasant surprises can await clients who have planned for reduced expenses in retirement
The quandary Your long-time client, whom you consider a friend, approaches you with an enticing proposal: equal partners in a business for specialty pet food. In making your decision, what do you consider? Experts say Damienne Lebrun-Reid, Managing director, standards at Financial Planning Standards Council, Toronto This creates a clear conflict of interest, because the […]
Plus, they share how they're making a difference for others in the industry
Advisors share what they offer—beyond the plan
There are benefits and risks to owning property personally, through a trust or through a corporation
Consider these tax-efficient options
Find out what the CRA says about investment income and selling a business
Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans
The impact of tax policy extends north of the border
These organizations’ structures dictate CRA compliance and pandemic support
Be aware of the rules and considerations for a tax-deferred property transfer
Consider these options to avoid unexpected tax results
Find out if your client is still eligible for the PRE
Can your client claim the PRE after moving to assisted living?
More on pension income splitting for the year of death
Will the pandemic lead to higher future premiums?
What Seinfeld can teach us about the value of staying the course
The limits of expert systems
Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know
CERB, combined with lower deductions, is a recipe for potential tax owing
If clients need liquidity, there are options
RRIFs, CERB and working from home have tax implications
Breaking down pension adjustments and other challenges
Why own bonds? It’s about the sign change
Will MMT unlock economic potential or lead to global meltdown?
Will massive government spending and central bank easing lead to inflation, deflation or both?
How Covid-19 may affect loans, earnings and dividends
Don’t fall prey to cash-is-king platitudes
Accounting chicanery to watch for ahead of earnings season
Take the money and run
Examining policy options in a heated primary season
Demand for advice may be greater than ever, but your book doesn’t grow based on need
Reluctant predictions for the decade ahead
Advisors have every reason to boost sustainable investing knowledge
Help your client avoid these estate planning pitfalls
Knowing the answer will help you and your client prepare for incapacity
Know the tax implications when moving into care
A will kit might be free or inexpensive, but it might not be valid
A lack of planning can impede your client’s wishes
Use these tips to protect an inheritance
Help your client choose a vacation property with these tips
A court decision in Nova Scotia has implications for estate planning
The additional guidance reduces the risk of purchasing a non-compliant annuity
What clients need to know when commuting a DB pension
Clients must answer this question if they’re still working at age 60
Explaining a poorly understood mechanism
Tips for building emotional intelligence
Don’t underestimate the behavioural element
Using historical returns to forecast a recovery
A breakdown of who benefits from the federal government’s proposed annuity
The famous 4% rule won’t work for many clients
Advisor's Edge asked 20 banks, asset managers, insurers and advisory firms how they are addressing anti-Black racism
The regulatory regime has not caught up to investors’ needs
As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing
Department of Finance expects to gain $350 million by 2024 from proposals
Advisors in breach of provincial regulations could face sanctions
If your business-owner client uses these trusts, special planning is required
Watch out for these issues
A recent Tax Court case debunked a common misconception
Rules govern coordination with other benefits, repayment
The Registered Disability Savings Plan requires proper planning
Complex families can have complex needs
Younger clients will enjoy a greater benefit from changes introduced this year
Getting intentional about putting clients first
Industry research can make advisors feel vulnerable. Use that feeling as a call to action.
Be clear about what you stand for, so clients won’t fall for what you don’t
There's a shadow side to likability
A taxpayer was told he owed $4.1 million in taxes
The lower rate creates opportunities for income splitting
A Tax Court case shows what can happen to unsupported claims
The latest court case highlights the importance of filing on time
These steps can prevent tax surprises
These tax-advantaged savings vehicles can result in a tremendous tax headache
The rules are restrictive and deductions require the employer’s support
The process of selling losing investments is fairly straightforward
Find out when your client’s investment income could be subject to the tax on split income
Help clients navigate the new rules