News and resources for Canada's top financial advisors
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Planning and Advice
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.
By Tina Tehranchian |March 4, 2013
2 min read
Life
Although there are tools to help, financial advisors still say it’s best to maintain updated information
By Jonathan Got |August 30, 2023
3 min read
Advisor's Edge
We asked three advisors
By Allan Janssen |November 2, 2021
By Allan Janssen |October 4, 2021
Market Insights
What happens when clients own too much of one thing.
By Evelyn Juan |April 4, 2014
6 min read
Social norms are changing and advisors must adapt.
By Dean DiSpalatro |January 17, 2014
8 min read
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
It’s tough holding meetings when people are far away or held back by weather, but it's not impossible.
By Vikram Barhat |February 8, 2012
Industry
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.
By Vikram Barhat |November 18, 2011
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 […]
By Vikram Barhat |October 1, 2010
9 min read
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
4 min read
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