News and resources for Canada's top financial advisors
Est. 1998
Industry
Mars will buy out Warren Buffett’s stake in its Wrigley subsidiary as part of an integration move, reports Bloomberg. The company was paying a 5% annual dividend to Buffett’s Berkshire Hathaway Inc., which had $2.1 billion in preference shares, reports FT.com. That stake amounted to 19.38% in Wrigley. Read: Guess who’s richer than Buffett The […]
By Staff |October 6, 2016
1 min read
Tax News
A recent court ruling clarifies what qualifies, and what doesn’t
April 11, 2014
3 min read
Estate Planning
Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that impact planning?
By Melissa Shin |April 18, 2013
6 min read
A couple asks for help with ambitious retirement goals.
April 17, 2013
Your client just lost her clothing design business, her sole source of income.
April 5, 2013
2 min read
Your employees may be stressed about their personal finances.
By Staff |February 5, 2013
Justin Bieber may not know the exact number of zeros in his bank account, but he’s no slouch when it comes to money management.
By Vikram Barhat |January 7, 2013
The BMO Household Debt Report shows 25% of Canadians are debt-free, but 41% say they have taken on more debt in the past five years as a result of increased spending.
By Staff |January 3, 2013
With several weeks left before the April 30 filing deadline, it might be a good time to call your clients in to discuss tax planning.
By Staff |March 12, 2012
Tis the season to make promises to ourselves. Canadians are looking ahead to 2011 and promising to be better with their money, according to a survey by TD Bank Financial Group. Whether they follow through on that promise remains to be seen, but 62% said they aren’t waiting for the New Year to roll around […]
By Steven Lamb |December 13, 2010
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