Home Practice Conversations

Latest news in Conversations

Miniature house on white background

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

people and finance concept - customer with pen and paper writing application at bank office

Many Canadians lack a financial plan for emergencies

More than half are living paycheque to paycheque, a survey finds

  • By: Staff
  • January 8, 2019 January 8, 2019
  • 14:44
A piggy bank with a twenty dollar bill for the money saving mind set.

Why saving for retirement isn’t a priority for Canadians

Find out what is

  • By: Staff
  • January 2, 2019 January 2, 2019
  • 12:06
Thief

The most important books to scrutinize: your own

Knowing the hallmarks of fraud can help you and your clients

stock market price abstract

Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

Finger art of people during quarrel

Divorce can result in battles over spousal agreements

Problem highlights importance of prenuptial agreements

Couple walking during heavy snowstorm on the alley under the trees

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

Indian Couple Meeting With Financial Advisor At Home

How to add value with tax-loss harvesting

And how to communicate that value to clients

small-business

Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

pension pension or retirement concept with word on business office folder index

Transferring a commuted value to an individual pension plan

Helping clients with a complex decision

Stock market trend business concept and financial prediction uncertainty symbol as a heard of bulls and bears running towards each other to set the direction of an economic forecast.

Are advisors liable for losses from market downturns?

The answer might surprise you

Balancing financial stability and life experience

Clients’ career paths are becoming less straightforward, and you need to adapt

  • By: Katie Keir
  • November 28, 2018 December 4, 2018
  • 09:00
collection beautiful colourful autumn leaves isolated on white background

Why home-country bias can hurt clients

Being overweight domestic equities can be a problem

Advisor confidential: Tanya Surette

“I try to maintain a 200-household limit"

investment returns

Do you expect your advisor to deliver certain returns?

We asked three clients

  • By: Sharon Ho
  • November 28, 2018 December 4, 2018
  • 09:00
woman working, man over her shoulder

How to help a victim of sexual harassment

You may be the first person she’s told

Oktoberfest

The first 10 minutes

A wife worries about her husband's extravagant gifts

When a senior client’s situation sparks suspicion

Advisory challenges of financial abuse and dementia

Two business men shaking hands

How clients will choose their future advisors

Ways to become their chosen candidate

A gold bull and a platinum bear economic trends competing side by side on an isolated white background

Help senior clients manage these risks

Sequence risk, along with unexpected long-term care costs, could affect clients' portfolios

Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

Proceed with caution when aging seniors request account changes

What advisors should know

Why living longer doesn’t mean more retirement years

Canada's average retirement age has been increasing for more than a generation

  • By: Staff
  • October 29, 2018 October 29, 2018
  • 12:28

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

Chris Prendergast

Client confidential: Chris Prendergast

How to help a young entrepreneur