AE March 2015

March 2015

Conversations

Sander Steer is Chief Operating Officer at Sponsor Energy Inc.

If past clients decide leaving was a mistake, ensure you lay out ground rules for the new relationship.

If your clients are passionate about art, a branded wall calendar that’s full of prints might seem like a logical choice.

Martin Weller, president of First Capital Financial in Fergus, Ont., built 100% of his niche through referrals.

Estate Planning

Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.

Tax News

Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.

You need to know how CRA would view revenues from the condo’s rental income and what would trigger an audit.

Market Insights

You need to know how CRA would view revenues from the condo’s rental income and what would trigger an audit.

Advisor Group’s Investment Insights research shows a healthy percentage of advisors are managing wealth for clients’ parents and children

Income-seeking clients might be suited to closed-end funds (CEFs), which can provide lower-risk cash flow.

This couple wants to bring their assets together and transfer them to a fee-only advisor.

Canadians are carrying more debt than ever.

Industry News

Advisor Group’s Investment Insights research shows a healthy percentage of advisors are managing wealth for clients’ parents and children