News and resources for Canada's top financial advisors
Actual assets under management of advisor aren’t always worth purchasing on their own
By Philip Porado | November 25, 2022
1 min read
P&C brokers often want you to stay if they buy your firm
By Philip Porado | November 18, 2022
Potential productivity gains when P&C broker buys an advisory firm
By Philip Porado | November 17, 2022
Some brokers aim to be a one-stop shop for P&C insurance, wealth management and retirement planning
By Philip Porado | October 18, 2022
Planning and Advice
It can be hard to change jobs, especially if it involves shifting to an entirely different industry.
By Philip Porado | June 29, 2017
3 min read
There’s one thing you can tell clients who foresee retiring before paying off the mortgages on their principal residences: They’re not alone.
By Philip Porado | May 25, 2017
4 min read
The T4 and T4A aren’t perfect.
While taxpayers rely on these slips, and expect them to contain a straightforward listing of salary, benefits and related withholdings, sometimes employers make mistakes.
By Philip Porado | April 27, 2017
When clients start cruising toward retirement, advisors need to help them preserve capital by keeping an eye on both the asset mix and where those assets are housed, says Kostas Andrikopoulos, president of KNA Strategic Wealth Consulting in Toronto. We gave him the scenario of a couple with between $500,000 and $1 million invested (75% […]
By Philip Porado | March 30, 2017
Philip Porado on the five questions your clients should ask a prospective executor
By Philip Porado | February 16, 2017
Philip Porado is a Toronto-based business journalist.
By Philip Porado | January 5, 2017
When my dad died, I was lucky. I’m not saying I didn’t like the guy (I did), or that his passing significantly lined my pockets (it didn’t). I was lucky for one very specific reason: his lawyer, who’d drafted his and my mom’s will after they moved to Princeton, N.J. in 1968, was still alive. […]
By Philip Porado | March 4, 2016
November 28, 2023|4 min read
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Tax & Estate
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