News and resources for Canada's top financial advisors
Est. 1998
Industry
It's hard for administrators to control benefits plans costs and enhance employee value simultaneously.
By Staff |April 26, 2013
1 min read
The family caregiver credit helps those looking after dependants with mental or physical impairments.
By Staff |March 18, 2013
The financial industry prioritizes privacy and security, and also every customers' needs.
By Staff |February 27, 2013
2 min read
Life
Low long-term interest rates, introduction of International Financial Reporting Standards and unprecedented market volatility have created an uncertain environment for Canadian insurers and advisors.
By David Wm. Brown |January 14, 2013
4 min read
Tax Strategies
As more advisors are assisting families to open these plans, be aware of two specific points.
By Carol Bezaire |January 7, 2013
3 min read
Do you have a contingency plan in place for critical illness, disability, or death?
By April-Lynn Levitt |November 16, 2012
Estate Planning
Opportunities for disabled beneficiaries don’t end with the estate plan
By Darren Lund |November 13, 2012
5 min read
Living Benefits
Many employees place almost as much value on workplace benefits as they do on salary. In a 2011 survey asking Canadians if they’d forgo them for a $20,000 raise, 56% said they’d keep their benefits.
By Stuart Foxman |October 18, 2012
The government introduced five positive changes to the RDSP in Budget 2012
By Jacqueline Power |October 17, 2012
If disability impedes work performance, a claim can be made for cost of hiring additional staff.
By Al Emid |September 27, 2012
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