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Supply and demand: Why do you care?

Learn about these basic economic concepts

Should you use more than one advisor?

If you're wondering whether to trust one advisor with all your savings, here's some guidance from MoneySense's Bruce Sellery

  • By: Staff
  • October 4, 2016 July 17, 2018
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Can dividend stocks replace bonds?

It sounds good in theory, but it may not be the best strategy in practice

  • By: MoneySense
  • August 12, 2016 July 17, 2018
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Should you invest in commercial property?

Investing in bricks and mortar real estate isn’t just for the wealthy

  • By: Staff
  • July 28, 2016 July 30, 2018
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Tap into the power of the markets

Learn what ETFs can do for your portfolio

  • By: Staff
  • June 3, 2016 June 3, 2016
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Should you choose responsible investment?

Canada’s responsible investment segment is expanding, with more fund choices and more reliable performance data.

  • By: Katie Keir
  • June 2, 2016 August 12, 2018
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Tips for analyzing markets

Look for opportunities in sectors where prices have fallen due to technical—not fundamental—weaknesses

Should you use HELOCs?

How to tap into a property's debt equity

Fun with Advisor vs. Film

We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real

  • By: Staff
  • April 21, 2016 October 25, 2018
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The Big Short gets the crisis (mostly) right

Nominated for five Academy Awards, and winner for Best Adapted Screenplay, The Big Short (2015) retells the events leading up to the financial crisis of…

What to do with that Florida condo

Those who bought U.S. real estate when prices were low and the loonie was strong now have potentially lucrative options when it comes to their…

4 things to know about the market correction

The stock market is cyclical: it builds up, peaks and falls — then starts the process over again

How to keep ahead of a plunging dollar

What can Canadian consumers and investors do to stretch our shrinking dollar?

How to convince a 15-year-old to invest

You can't pick a winning investment every year. So what do you do?

  • January 17, 2016 January 17, 2016
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Conversation Starter – Buybacks vs. Dividends

Ask your client, “Do you know the difference between a company returning excess cash as dividends or as a buyback?”

  • December 18, 2015 December 18, 2015
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Top 10 Advisor to Client stories of 2015

It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that…

  • By: Staff
  • December 18, 2015 December 18, 2015
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Action Idea – Buybacks vs. Dividends

Prepare an explanation for your client that highlights the difference between the two ways companies can return cash to investors.

  • December 18, 2015 December 18, 2015
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The TFSA limit will go back to $5,500 in 2016

It's official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so you won't be affected for 2015.

Help clients maximize peak earning years

Not long after turning 35, your clients start to experience significantly higher earnings than when they started their careers

  • By: Staff
  • December 4, 2015 August 1, 2018
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Play it safe with market-neutral strategies

These strategies are likely most appealing to risk-averse clients

Action Idea – The stability of private real estate investment pools

Have a client invested in REITs?

  • November 19, 2015 November 19, 2015
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Conversation Starter – The stability of private real estate investment pools

Ask your client, “Did you know there’s an alternative to REITs that may be better in a volatile market?”

  • November 19, 2015 November 19, 2015
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Conversation Starter – How politics impact markets

Ask your client, “Do you worry about the effect of world politics on the markets?”

  • November 17, 2015 November 17, 2015
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Action Idea – The search for uncorrelated assets

Have a client who is worried about market volatility? Try this tip.

  • November 5, 2015 November 5, 2015
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Action Idea – The search for uncorrelated assets

Analyze your client’s portfolio by considering sector correlation with the benchmark.

  • November 4, 2015 November 4, 2015
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