News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Against a backdrop of fears that the economic crisis could deepen, the Bank of Canada did what banks around the world continue to do — cut rates. Canada’s overnight rate now stands at 1%, prompting many analysts to ask, How low can rates go, and how long will they last? In its brief reasoning for […]
By Mark Noble |January 20, 2009
5 min read
Tax News
On Thursday morning the Supreme Court of Canada will release its long-awaited and much anticipated decision in Jordan B. Lipson, Earl Lipson v. The Queen. Jamie Golombek, now managing director of tax and estate planning at CIBC Private Wealth Management, has been covering this issue for the Advisor Group since the Tax Court of Canada […]
By Kate McCaffery |January 7, 2009
2 min read
Life
Our agency recently won two contests, separately held by two large insurance companies. Both awards, based on productivity levels, included lavish holidays or conference trips worth thousands of dollars. Unfortunately, because of time constraints, we were unable to take advantage of either. One of the insurance companies, understanding the reason we couldn’t attend, uncharacteristically doled […]
By David Wm. Brown |August 1, 2008
3 min read
Living Benefits
Now that school’s out and summer is here, many of your clients are likely planning to spend time at the cottage. Most aren’t thinking about how to use insurance to protect their idyllic home away from home — and if they are, it’s usually related to protecting the asset in case of a casualty, fire […]
By Chris Paterson |July 4, 2008
4 min read
Industry
The federal government has announced a new plan to tax the distributions of income trusts, among other measures, in what amounts to a mini-budget released late Tuesday night.
By Steven Lamb and Kate McCaffery |November 1, 2006
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