News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Six years after TFSAs were introduced, many clients still don’t understand how they work, finds a survey by Mackenzie Investments.
By Staff |June 17, 2015
2 min read
Economic Indicators
As the cost of living has risen in the U.S., families and retirees are saving less.
By Staff |May 1, 2015
1 min read
Industry
Today is "Talk With Our Kids about Money Day."
By Staff |April 15, 2015
Good investments aren’t the only way to generate returns for clients.
By Lisa MacColl |April 10, 2015
4 min read
A long-term care home in Saskatoon, Sask., has launched a program that lets seniors teach grade six students life lessons.
February 17, 2015
More college- and university-educated workers are scoring jobs in America.
By Staff |February 6, 2015
Estate Planning
Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.
By Evelyn Juan |November 14, 2014
Market Insights
What to do if your client’s child might play professionally.
By Sarah Cunningham-Scharf |October 3, 2014
7 min read
Inadequate public support for post-secondary education, and research and innovation, has resulted in Canada falling to 15th in the World Economic Forum’s annual economic competitiveness ranking.
By Staff |September 5, 2014
Post-secondary students and their parents wish students knew more about personal finance and financial literacy.
By Staff |September 3, 2014
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