AE February 2016

February 2016

Retirement News

How do you help a retiree who is in the decumulation phase of life? Advisor Group’s Editorial Advisory Board provides insights.

Conversations

How do you help a retiree who is in the decumulation phase of life? Advisor Group’s Editorial Advisory Board provides insights.

After a lifetime of earning, it’s time for clients to spend.

Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized…

Jill and her family have run a popular Toronto gym for the past two years. Last winter, 44-year-old gym member Martin slipped on a wet…

Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA…

How gamifying your approach can result in a win for all

If you travel, you could miss important messages and calls

Elizabeth Hurly is an associate financial advisor at Raymond James Financial Planning Ltd. About one-third of her clients are part of the LGBTQ community. The…

This client talks about his advisor and his kids' futures

Industry News

My inbox is bombarded almost daily with the latest report or white paper on such-and-such industry topic. I can’t read them all, but I always…

Tax News

If your client's assessed value seems too high, she may be paying too much tax.

The increase in marginal tax rates should make corporations more attractive as vehicles for tax deferral and income splitting.

Market Insights

Client profile Brad and Lydia Anderson* are both 50 years old and plan to retire in 15 years. They’re comfortable financially, but their investments are…