Your Business

CE Course: Stress Testing Your Retirement Plan: “How Big is My Cushion?”

Earn CE credits “Stress Testing Your Retirement Plan: ‘How Big is My Cushion?’” is eligible for CE credits, see Accreditation details for more information The single most important question of a client close to or in retirement is, “Do we have enough money to retire?” To measure the financial capacity of a client, I categorize […]

November 2, 2012

10 min read

Your Business

CE Course: Perpetual Distribution Rates

Earn CE credits “Perpetual distribution rates” is eligible for CE credits, see Accreditation details for more information It might be a friend from your church, an acquaintance at a charity or a foundation, or even a concerned HNW client. Sooner or later, someone will ask you, “Can my portfolio last forever?” This continuing education course […]

May 17, 2012

10 min read

Your Business

CE Course: Tax-efficient Investing: Part 2

Earn CE credits “Tax-efficient investing: Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this course were written by John Campbell, Tax Group Leader and CA with Hilborn Ellis Grant LLP in Toronto. Reach him at 416-364-6398 or jcampbell@heg.on.ca. Part 1: Accounting for Tax Some tax-efficient investments aren’t […]

By Staff |April 18, 2012

19 min read