News and resources for Canada's top financial advisors
Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.
By Jason M. Pereira | October 31, 2014
5 min read
These details get overlooked when calculating personal debt.
By Jason M. Pereira | May 21, 2014
4 min read
Which has a greater impact on portfolios?
By Jason M. Pereira | May 16, 2014
The industry’s tolerance measures are inadequate
By Jason M. Pereira | January 17, 2014
I often ask prospects what levels of return they want. This is a simple test to see if they have achievable expectations.
By Jason M. Pereira | September 11, 2012
3 min read
The true cost of debt—to truly help clients understand, advisors need to factor in taxes
By Jason M. Pereira | February 1, 2012
Planning and Advice
Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients
By Jason M. Pereira | November 1, 2011
Looking to shelter your client’s investment income? If so, you have plenty of options these days.
By Jason M. Pereira | January 24, 2011
6 min read
By Jason M. Pereira | November 1, 2010
Most people desire to see their children become well educated, and given the burden of financing post-secondary learning, it’s no wonder education planning and savings has become a staple of the financial planning and investment industry. Of course, the most popular method to save for education is the Registered Education Savings Plan (RESP). The benefits […]
By Jason M. Pereira | September 16, 2010
By Jason M. Pereira | September 15, 2010
November 28, 2023|4 min read
October 25, 2023|3 min read
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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
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June 20, 2023|3 min read