News and resources for Canada's top financial advisors
Est. 1998
Magazine Archives
Demand for advice may be greater than ever, but your book doesn’t grow based on need
By Mark Burgess |October 28, 2020
3 min read
Tax News
Tips for clients who’ve lost their job
By Jessica Bruno |March 24, 2017
Help clients who are between jobs
By Jessica Bruno |February 24, 2017
4 min read
Client profile Georgi Balev*, 50, just got laid off. He was a senior manager at a major engineering firm in Ottawa, Ont., where he had worked for the past 26 years. His total annual compensation, including bonus, was about $300,000. His dilemma: Does he wait until age 65 to start drawing his defined-benefit pension, or […]
By Staff |October 7, 2016
7 min read
Economic Indicators
A confidential source cited by the Legal Post says Deloitte has studied the Canadian law industry and concluded a major Canadian law firm will bite the dust this year.
By Staff |March 14, 2014
1 min read
Planning and Advice
One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?
By Rosemary Smyth |March 7, 2014
2 min read
Living Benefits
An unfortunate reality today is that some clients are finding themselves without work
By Chris Paterson |May 29, 2013
Should you choose an RRSP or a TFSA for your unemployed client?
April 12, 2013
Industry
Many Canadians will work longer than expected, but they may have to overcome hurdles.
By Staff |March 25, 2013
When a client’s job security is on shaky ground, an advisor has to be prepared. This means helping their client get the best possible severance package and making sure they have enough money to safely tread water while searching for a new job.
By Jonathan Linds |September 14, 2011
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