Offer to introduce the child to investing or help the family manage
How to help a young entrepreneur
We asked three clients
Bubbles can build and burst at different intervals, or not burst at all
The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a data breach. What should she do immediately? The specialist Catherine Beagan Flood, Partner at Blakes, Toronto If she works for a large company, hopefully she has an incident response team, […]
If a strong Canadian economy translates to better wages for your clients, they might benefit from a reminder to put extra cash toward paying down debt. A survey by the Canadian Payroll Association finds that 66% of working Canadians report being in a better financial position than a year ago, but many continue to face […]
The number-one regret reveals the need for advisors
The February correction was a useful check against complacency
Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more clients say they want to better understand investing. “Digital solutions have transformed traditional investing and redefined who can invest online, yet some still feel intimidated by having to decide what […]
Advisors share what they offer—beyond the plan