AE February 2018

February 2018

Conversations

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

The number of self-employed workers in Canada is growing

Offering third-party referrals to clients is generous and helps bolster your value

Meet the portfolio managers from National Bank Financial

Alternative Investments

Estate Planning

What is the T3, and how does an executor file it properly?

Tax News

Mostly misses—especially tax deferral loss for corporations

Market Insights

A look at investment opportunities

Al and Mark Rosen

The oft-quoted fear index is widely misunderstood

Mark Yamada

Discover a potentially better way to capture returns, beyond growth or value strategies

Retirement News

It’s time to retire assumptions about retirement