AE March 2014

March 2014

Economic

At long last a woman has taken the helm of the world’s most powerful central bank. Too bad this historic appointment comes when monetary policy,…

Industry News

We highlight some familiar faces in the Canadian Centre for Policy Alternatives’ 2012 list of 100 top-paid CEOs.

Conversations

These names sound foreign to you. Still, you hit upon the idea of taking him to a show at Toronto Fashion Week because you’re confident…

Victor Hugo wrote, “Music expresses that which cannot be said,” so it can be an ideal client gift.

Does hiring family make sense? It depends on their skills and how it might affect family dynamics. But it can be smart from a financial…

When netbooks came to the market in late 2007, users criticized their lower processing power, truncated keyboards and lack of software choices. But they’re making…

Find untapped client sources to build your book.

One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock.…

Title: President and CEO, Bellwether Investment Management

Kevin Cork

When netbooks came to the market in late 2007, users criticized their lower processing power, truncated keyboards and lack of software choices. But they’re making…

Tax News

Does hiring family make sense? It depends on their skills and how it might affect family dynamics. But it can be smart from a financial…

Prepare clients for all costs of owning, renting or selling property.

One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock.…

The CDA is a powerful tax-planning tool

Estate Planning

Prepare clients for all costs of owning, renting or selling property.

Elsa Koertig, 48, is a single mom and schoolteacher in Moose Jaw, Sask. She earns $65,000 annually and her daughter Ingrid is heading to university.…

Planning ahead for a client’s mental or physical incapacity isn’t always possible. Here’s how to protect yourself.

Rosemary Smyth

One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock.…

Market Insights

Interest rates have nowhere to go but up, which makes fixed-income investors nervous. A way they can benefit from that rise is through floating-rate debt.