AE November 2015

November 2015

Estate Planning

One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements?…

Client profile Brenda Paulson* was driving her ailing father, 92-year-old Adam Bodenheimer, to a hospital in Ajax, Ont., when they were struck by a truck…

Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the probate application, signed…

Industry News

In its 2014 report, IIROC identified many cases where firms and advisors hadn’t fulfilled their obligations as efficient market gatekeepers. So, firms need to more…

Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters…

Most newlyweds don’t realize that, in opting for a life together, they’ve also opted into an intricate legal and financial framework, which includes tax filing…

Our research shows 15% of you are planning to change or augment your registration in the next five years. And, a quarter of you are…

Conversations

One of the first responsibilities of any executor is to make funeral arrangements for the deceased. But what if the will doesn’t mention funeral arrangements?…

Many organizations recognize the importance of employee benefits and pension programs. And this is especially important today, when executives are managing multigenerational workforces.

Advisors tell us what’s worked and what hasn’t

Every year Golf Canada and the PGA Tour—the U.S.-based pro-golf circuit—put on the RBC Canadian Open. The tournament, first contested in 1904, draws many of…

His previous job involved automating systems for law firms

Victoria Summerhill Fox Occupation Administrative assistant & web manager at Birthright International City Pickering, Ont. Age 23 I’ve been investing: 9 years I plan to…

Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters…

Reaching out to the competition has advantages, such as gaining a different perspective and practice management tips. But how do you network without giving too…

Why one IIROC advisor jumped to the exempt market

Market Insights

To keep up with competitors and help wealthy clients, become an expert on derivatives.

Commodities, especially oil, have had a rough go of it this year. In summer 2014, Brent crude went north of US$110 per barrel; in October…