AE June 2018 Cover

June 2018

Conversations

Read the tips we gathered from clients and advisors across Canada

What to look for and how to help

Helping a client whose spouse lost a large sum

Learning to delegate tasks and ask the right questions

Putting clients' interests first is the priority

Industry News

Technology

Learning to delegate tasks and ask the right questions

Retirement News

Evaluating the Canada Pension Plan's value

Rules on commuting pensions and how values are calculated

Tax News

New case requires CRA to reconsider penalty for late reporting

Market Insights

Labour shortages, an aging demographic and low inflation rates continue to challenge the world’s third-largest economy

Regulatory notice does little to address reporting concerns