AE January 2013

January 2013

Tax News

If you have business owner clients who have to purchase cars or trucks for their companies, there are easy ways to help them save tax.

Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.

What do you do if a deceased relative's assets includes worthless stock certificates?

Canada can’t afford your clients anymore. This is evinced by recent changes to CPP, and a looming increase in OAS eligibility age to 67 for…

Conversations

When it comes to making an advertising splash, television still rules.

When clients obsess about fees, it’s usually because they don’t understand them. Walk them through how you’re paid and why it’s worth it.

You may choose to have an asset minimum for prospects as your business grows.

Core and explore. The core of my portfolio constitutes value stocks and bonds that you can hold through peaks and troughs. It includes a lot…

Estate Planning

Karen is a single, 60-year-old retired executive with several million dollars worth of assets. Her twin daughters, Sarah and Leigh, are both pregnant. She wants…

Those words strike fear in a business-owner client. Explain you’re there to help.

Market Insights

Young clients have long time horizons. So they’re prime candidates for a set-it-and-forget-it investment model.

With so many products available from your dealer, it’s impossible to research and speak succinctly to clients about each of them. That’s why you winnow…

“At the beginning of the year, people want to make a fresh start,” says Stephen Ciccone, a professor at the University of New Hampshire’s Whittemore…

Alternative Investments

Few hobbies are persued as universally as stamp collection.

David Wm. Brown

Low long-term interest rates, introduction of International Financial Reporting Standards and unprecedented market volatility have created an uncertain environment for Canadian insurers and advisors.