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I need to know the income this couple is targeting at retirement—what they’re spending now, what they expect to spend in retirement and their survivor cash flow because Shadan is making significantly less than her husband.

What happens when clients own too much of one thing.

Social norms are changing and advisors must adapt.

In 2011, 248,748 people became permanent residents of Canada1, arriving from all corners of the world. They are managers, professionals, skilled and technical workers, clerical staff, and labourers.

  • February 4, 2013 September 6, 2018
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It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.

The newly re-introduced Pooled Retirement Pension Plan (PRPP) may be touted as the cure-all for all Canada's flailing retirement savings system, but a rather unimpressed advice industry regards it as just another tool.

Discovering that personal information has been stolen to carry out fraudulent acts can be overwhelming to a victim, and render him or her incapable, physically and emotionally, of unravelling the wreckage. Predictably, most victims approach law-enforcement authorities, financial institutions, credit rating bureaus and other such agencies. Few think of turning to the one person who’s […]

Meeting with a prospective client can make for an exciting day, with the potential for a substantial addition to an advisor’s book of business. But getting to that point can be like pulling teeth, as an unsigned client may be reticent about divulging too much personal information. But put yourself in the client’s shoes: he […]

  • By: Al Emid
  • August 6, 2010 June 16, 2018
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Unlike the average newcomer, business immigrants are not concerned with putting food on the table, but rather with how to continue their success and possibly reach new heights through endeavours in the new country. Their challenges and needs are unique, and largely involve grasping a new financial system that works very differently than the one […]