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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


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
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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


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


How to make the most of your support staff

Underappreciated assistants are a wasted resource

  • By: Katie Keir
  • October 15, 2018 October 15, 2018
  • 16:33

When a client meeting takes an unexpected turn

What happens when the child of an elderly client wants to sit in?


Five steps to growing family wealth for the long term: Part 2

The last two steps of the process

Businessmen on stone cubes jumping towards higher ones

Five steps to growing family wealth for the long term: Part 1

Consciously deciding to sustain family wealth for the long term is atypical

Workers In Family Business Standing Next To Van

Small-business owners need succession help: poll

The problem is, nearly half don't intend to consult an advisor

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 10:44