(June 30, 2005) Before saying “I do,” soon-to-be wedded couples should also consider their financial planning options, experts say. While routine consultations with a wedding planner may provide spark leading up to the occasion, couples shouldn’t downplay the more integral role an advisor can bring over the long run. According to Bradley Roulston, a CFP […]
(April 11, 2005) Too many advisors are running dumb businesses, says consultant Bill Bachrach. The San Diego-based financial coach and author believes advisors should model their practices on proven strategies, such as paring back clients to a manageable level. Bachrach — a keynote speaker at last week’s World Critical Illness Insurance Conference in Toronto — […]
(March 18, 2005) February’s federal budget provided new tax benefits for individuals with disabilities and their caregivers. The measures are being welcomed by advisors, who provided additional insight on working with caregiver and dependent clients. Ottawa amended the disability tax credit, extending eligibility requirements, increased the maximum annual Child Disability Benefit to $2,000 per child […]
(February 25, 2005) This week’s federal budget was billed as having something for everyone, but charities were left out in the cold. Still, Ottawa’s failure to act on charitable giving is no crisis, one expert says. Sector pundits had been hoping the budget could propose the outright elimination of capital gains tax on gifts of […]
(January 7, 2005) While donations to the tsunami relief effort have been pouring in across all sectors of the global economy, from the big banks and capital markets, to the heavy hitters of Hollywood and even children’s own piggy banks, Canadian financial advisors are making their own charitable contributions towards the recent world tragedy. And […]
(December 6, 2004) Toronto’s Seneca College is reaching out to a new type of student — family members who are seeking to increase their financial planning knowledge. Starting in January, the college will launch under its part-time studies curriculum a three-course Family Financial Planning Program, designed as a general interest alternative to the certificate program […]
(November 5, 2004) Form is just as important as substance when it comes to meeting compliance standards, says Richard Austin, deputy head of compliance at Scotiabank Wealth Management. The ability to show that you’re doing the right thing is just as important as doing the right thing, says Austin, who presented a seminar on compliance […]
(September 30, 2004) Advisor’s Edge managing editor Deanne Gage took third prize in IFIC’s annual journalism awards program honouring Canadian writers for excellence in personal finance reporting. The awards, which have an English and French component, were handed out today at IFIC’s annual conference in Toronto. Gage’s article “Time is Expiring” appeared in the July […]
(September 21, 2004) Jules Lalonde realized he needed to get up to speed on hedge funds when a client approached the Sudbury, Ont.-based advisor about adding the product to his portfolio. After doing some research on a topic he concedes he knew little about and had dismissed as a fad, Lalonde found out about the […]