Home Advisor to Client
Advisor to client

Top Stories in Advisor to Client

young man in wheelchair on a Zoom call

Canadian workers remain productive at home: StatsCan

A majority of workers would like to work from home, at least part-time, after the pandemic

Stock market trend business concept and financial prediction uncertainty symbol as a heard of bulls and bears running towards each other to set the direction of an economic forecast.
Economic

Are markets overreacting to good news?

An extended period of bad economic data is likely on the way

Stock Market Data. Candle stick stock market tracking graph.
ETFs

ETFs just turned 30, and investors are taking note

Investors plan to increase their holdings in ETFs or invest in ETFs for the first time, according to a survey

Emotional Stress, Bankruptcy, Finance
Economic

What the debt-to-asset ratio reveals about financial distress

New StatsCan study finds debt-to-asset reveals more than debt-to-income

  • By: Staff
  • June 26, 2019 June 26, 2019
  • 10:55
Competitive Edge
Investing

What is a low-volatility investment?

Tips for managing risk in uncertain times

  • By: Sharon Ho
  • May 8, 2018 September 12, 2018
  • 07:00
Ideas fly
Investing

Why bond markets go up and down

A look at the factors

  • By: Sharon Ho
  • May 8, 2018 February 24, 2019
  • 00:00
Silhouettes of a flock of birds SKY
Investing

The reasons that markets move

Read our explainer articles to understand market ups and downs

  • By: Staff
  • May 7, 2018 September 10, 2018
  • 00:00
display of the depression of stock market in thailand
Investing

Reality of stock markets includes volatility

Stock markets are always moving, and that can be a good thing

  • By: Sharon Ho
  • May 7, 2018 September 9, 2018
  • 00:00
Rippled nature reflection on pond water surface
Investing

Fearing volatility? Here’s help

Tips for coping with unpredictable markets

  • By: Staff
  • April 9, 2018 September 10, 2018
  • 00:00
Rural road. the route Transportation damaged.
Investing

Scared of risk? Thank your past

While 80% of Ontarians aged 18 to 36 save, only 47% invest

Image of dark night with lightning above stormy sea
Financial planning

How advisors help in choppy markets

There’s value in having a financial advisor to guide you—especially when markets are bumpy

Stack of money coins, Little tree Glowing with account book finance for background. banking concept in growth, step by step for success in startup business
Financial planning

Embrace volatility with dollar-cost averaging

DCA helps investors weather the storms of fluctuating prices

Pregnancy test
Financial planning

Get finances in order for parental leave

Consider that your expenses will be higher since you’ll have an extra person to feed and clothe. Here's how Canada's EI program works

How ETFs choose their indexes

Index-tracking ETFs are exploding. Here's how they work

Financial advice for your favourite TV characters

Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our…

  • By: Staff
  • June 7, 2017 August 9, 2018
  • 00:00

How to read new ETF fact sheets

As a retail investor, there are a few things to look for when it comes to ETFs

  • By: Katie Keir
  • May 18, 2017 August 16, 2018
  • 00:00

What happens when advice breaks up with investments

Advisors get proactive and creative

How an interest rate rise affects prescribed loans

Watch for effects on spousal and employee loans

  • By: Doug Carroll
  • September 18, 2017 September 9, 2018
  • 00:00

What you should know before buying your first home

What to expect from your advisor as you go through the process

Why you can’t always rely on T-slips

If something looks off, double-check your slip

How to claim the principal residence exemption

Be sure to comply with new designation rules

Tax filing for parents

How parents can file to benefit from a suite of tax advantages

  • By: Staff
  • May 15, 2017 October 9, 2018
  • 00:00

Renovate your home for aging in place

Cost considerations for aging at home

Modern Family’s Claire Dunphy gets succession planning help

Though Claire, who is in her 40s, is years away from retirement, there are several reasons why creating a succession plan for the family business…

Why you need to build a company that can run without you

Entrepreneurs who are too hands-on can hold their companies back. How to let your staff make decisions without losing control.