AE April 2016

April 2016

Industry News

It took me almost a decade to pay off my student loans. Three years after graduation, I finally secured a stable, full-time job. By then,…

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save…

When advisors are fined by regulators but can’t pay, their firms aren’t responsible for picking up the tab. Philip Anisman, a Toronto-based securities lawyer, confirms…

Client profile Joey, 62, has been running a successful private mining company in Calgary for the past 15 years. He plans to leave the firm…

Negotiating a separation agreement is difficult, especially when children are involved. Even in the most amicable of splits, dividing up assets, figuring out custody arrangements…

Occupation lawyer; president of the Canadian Bar Association, New Brunswick branch City Woodstock, N.B. Age late 50s I’ve been investing for: about 25 I plan…

Conversations

It’s about differentiation

A look at back-office administrative services

Katie Keir

When advisors are fined by regulators but can’t pay, their firms aren’t responsible for picking up the tab. Philip Anisman, a Toronto-based securities lawyer, confirms…

Estate Planning

Paying estate debts: it’s one of the executor’s most important duties. But what is the process? Who gets paid first? And can creditors jump the…

Market Insights

Cash: whether it’s 5% or 50% of the pie, every portfolio needs it. But where do you put it?

Client profile Marc Maisonneuve* is the CEO of a large, TSX-listed firm in the industrials sector. A portion of his compensation is stock options; his…