Industry

Working Canadians fail at this basic financial task

Your client might struggle to meet his monthly budget — if he has one, that is. Newly released results from a Canadian Payroll Association (CPA) survey reveal that only 52% of those polled say they budget frequently. Of those, 31% say they keep their budgets in their heads — probably not the best strategy for […]

By Staff |November 6, 2017

1 min read

How Canadian investors show discipline

Your clients deserve a pat on the back for good behaviour. That’s because Canadian investors recently exhibited discipline in their risk appetites — despite above-average market returns and below-average volatility, finds Vanguard, using its risk speedometer. Such behaviour is a positive sign, says Todd Schlanger, senior investment strategist for Vanguard Investments Canada Inc., in a […]

By Staff |November 6, 2017

2 min read

Remind clients to order credit reports: FCAC

The Financial Consumer Agency of Canada (FCAC) recommends ordering credit reports at least once per year

By Staff |November 3, 2017

1 min read

New option for simple trust tax filing

A new option for 2017 and later tax years

By Staff |November 3, 2017

1 min read