News and resources for Canada's top financial advisors
Planning and Advice
What happens when your clients have to pay the bank to hold their money?
By Bryan Borzykowski | March 3, 2016
4 min read
Bryan Borzykowski, Toronto-based business journalist, weighs in on how the Liberals’ financial changes will affect Canadians.
By Bryan Borzykowski | December 9, 2015
3 min read
Clients can keep more money in their retirement accounts for longer. While that gives them more options, it could also mean they’ll end up with a larger estate.
By Bryan Borzykowski | November 11, 2015
Personal debt levels are at record highs and that could become another problem for the Canadian economy.
By Bryan Borzykowski | October 14, 2015
Bryan Borzykowski, Toronto-based business journalist, weighs in on laddered bonds
By Bryan Borzykowski | September 2, 2015
Boomers have a lot more to worry about than simply making sure their money lasts through retirement. Economic factors could impact even a well-thought-out plan.
By Bryan Borzykowski | August 19, 2015
For the under 50 high-net-worth set, money may be no object. But that doesn’t mean wealthy Canadians don’t need a sound financial plan.
By Bryan Borzykowski | July 22, 2015
Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older, which was fine when fixed income yielded strong returns. Now, though, with bonds barely offering any income anymore, advisors need to come up with other ways of making their clients’ […]
By Bryan Borzykowski | June 24, 2015
Yielding stocks often help retirees with their day-to-day expenses, but with people living longer, it may be better to reinvest the dividends instead.
By Bryan Borzykowski | May 27, 2015
These days, retirement doesn’t necessarily mean spending hours on a golf course or trekking around the world. People want to do other things with their new-found free time and, for many, that includes starting a business. According to a Global Entrepreneurship Monitor report, 18% of people who are involved in early-stage entrepreneurship are older than 55 and 7.9% are older than 65.
By Bryan Borzykowski | April 29, 2015
Bryan Borzykowski, Toronto-based business journalist, weighs in on how to keep more money in your clients’ pockets.
By Bryan Borzykowski | April 1, 2015
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
September 15, 2023|3 min read
June 20, 2023|3 min read