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It can be hard to change jobs, especially if it involves shifting to an entirely different industry.

  • June 29, 2017 October 11, 2018
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There’s one thing you can tell clients who foresee retiring before paying off the mortgages on their principal residences: They’re not alone.

  • May 25, 2017 October 11, 2018
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The T4 and T4A aren’t perfect. While taxpayers rely on these slips, and expect them to contain a straightforward listing of salary, benefits and related withholdings, sometimes employers make mistakes.

  • April 27, 2017 October 11, 2018
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When clients start cruising toward retirement, advisors need to help them preserve capital by keeping an eye on both the asset mix and where those assets are housed, says Kostas Andrikopoulos, president of KNA Strategic Wealth Consulting in Toronto. We gave him the scenario of a couple with between $500,000 and $1 million invested (75% […]

  • March 30, 2017 October 11, 2018
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Philip Porado on the five questions your clients should ask a prospective executor

  • February 16, 2017 October 11, 2018
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Philip Porado is a Toronto-based business journalist.

  • January 5, 2017 October 11, 2018
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When my dad died, I was lucky. I’m not saying I didn’t like the guy (I did), or that his passing significantly lined my pockets (it didn’t). I was lucky for one very specific reason: his lawyer, who’d drafted his and my mom’s will after they moved to Princeton, N.J. in 1968, was still alive. […]

  • March 4, 2016 August 21, 2018
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A lesson that has stood the test of time.

  • January 22, 2016 October 11, 2018
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The quarter-point uptick is the first hike since the start of the financial crisis.

  • December 16, 2015 October 11, 2018
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Prime Minister-designate Justin Trudeau inherits an economy in mild recession. What must he do?

  • October 20, 2015 October 11, 2018
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