Home Advisor to Client Financial planning

Latest news in Financial planning

Inflation’s impact on retirement savings

It may be more severe than you think

  • By: Staff
  • May 27, 2015 May 27, 2015
  • 00:00

Conversation Starter – Does your client have travel insurance?

If your client is planning a trip, ask your client, “Do you have travel insurance?”

  • May 20, 2015 May 20, 2015
  • 00:00

Retirement stability for gen X

In the face of market volatility, disappearing pensions and low interest rates, gen-Xers can look to guaranteed income products for secure retirements

5 financial tips for bridal parties

Celebrating a friend or relative’s wedding as a member of the bridal party can be a hit to your finances.

  • By: Staff
  • May 7, 2015 August 1, 2018
  • 00:00

Planner: How to tackle retirement planning

Planning for retirement is no easy task. So break down people’s priorities and place them in rank order. Here are some common priorities.

  • May 7, 2015 May 7, 2015
  • 00:00

Presentation: Tax credits for seniors

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to use tax credits during retirement. The…

  • May 7, 2015 May 7, 2015
  • 00:00

Conversation Starter – Funding your child’s education

Ask your client “Have you thought about setting up an RESP to fund your child’s education?”

  • April 28, 2015 April 28, 2015
  • 00:00

Manage property claims before marriage

How to manage the legal and financial implications of a relationship when it comes to property.

Worksheet: Do these couples need pre-nuptial agreements?

Read through the scenarios and decide whether any of these couples should get pre-nuptial agreements.

  • April 23, 2015 April 23, 2015
  • 00:00

Planner: Work through disagreements before you’re married

Here are some ideas for holding an event geared toward soon-to-be married couples.

  • April 23, 2015 April 23, 2015
  • 00:00

Action Idea – Get clients thinking about a prenuptial

Need to get your clients thinking about a prenuptial? Try this tip.

  • April 22, 2015 April 22, 2015
  • 00:00

Feds post modest surplus in election-year budget

Federal Finance Minister Joe Oliver reported a $1.4 billion surplus in a long-promised balanced and pre-election budget he delivered here Tuesday.

Action Idea – Marital properties reality check

Need to get your client thinking about how a new marriage affects a matrimonial home? Try this tip. Describe how the home would be divided…

  • April 22, 2015 April 22, 2015
  • 00:00

Budget 2015: Tax credits and retirement savings

Changes in the 2015 federal budget impact how you can save for retirement, buy a home, save for your kids’ educations, and more.

  • By: Staff
  • April 22, 2015 August 1, 2018
  • 00:00

Conversation Starter – Create a discretionary trust

Offer help if you know your client, or your client’s child, is getting married.

  • April 22, 2015 April 22, 2015
  • 00:00

Client Letter – Budget 2015

This year’s budget contains some generous changes.

  • By: Staff
  • April 21, 2015 April 21, 2015
  • 00:00

How to remove an executor

We detail the criteria to remove an executor, and the likelihood of the beneficiary’s efforts succeeding.

Income sources for students

Good investments aren’t the only way to generate money for university or college. There are alternate ways to earn income, such as through government grants,…

5 pieces of advice for surviving spouses

More than 1.3 million women and nearly 350,000 men are widowed each year in Canada

  • By: Staff
  • March 25, 2015 August 1, 2018
  • 00:00

How to make a power of attorney ironclad

To avoid challenges to your Power of Attorney, watch for these problems.

Conversation Starter – How to make a power of attorney ironclad

Ask your client, “When was the last time you updated your will?”

  • March 25, 2015 March 25, 2015
  • 00:00

Tax break today, legacy tomorrow

As a young boy, Jim Little spent many hours observing wildlife near his grandparents’ land in Peace River Country in northern British Columbia.

Conversation Starter – Tax break today, legacy tomorrow

If your client has concerns about family land, ask your client, “Have you considered making a donation through the Ecological Gifts Program?”

  • March 2, 2015 March 2, 2015
  • 00:00

What the right-to-die ruling means for you

State your views on physician-assisted suicide in your estate planning documents.

Do you take this prenuptial?

Second marriages, inheritances or sizeable retirement assets are a few of the many reasons why more Canadians are signing on the prenuptial dotted line