This Advisor.ca Special Report is sponsored by: Quelle surprise. Canadians are showing less interest in their investments this year, preferring instead to pay down debt. It’s an interesting twist for those trying to keep clients on track with their retirement savings plans. A survey conducted in mid-December for Manulife Financial found the number of people […]
This Advisor.ca Special Report is sponsored by: Some clients may be coming up short for RRSP top-ups this spring, having maxed out their TFSA contributions early in the New Year. And who can blame them? Clients are bombarded by advertisements touting the benefits of the TFSA. More often than not, the TFSA marketing message has […]
Hold onto your hats and grab your anti-nausea meds. If David Rosenberg is right, the latest correction isn’t over, not by a long shot. Rosenberg — called “the man with crystal balls” by Gluskin Sheff & Associates, the firm that appointed him chief economist and strategist earlier this year — says the current market rebound […]
Everybody wants to know where the bottom is these days. Happily, analysts are beginning to say preconditions for a recovery are slowly coming into place, but they also say repairing the damage done by a bear market takes time and this current uptick is beginning to look a little long in the tooth. Andy MacLean, […]
While others stress the negative effect that market performance is having on portfolios, the Investment Funds Institute of Canada says market performance is primarily responsible for month-over-month gains being reported for March. “Industry asset growth was very strong in March as fixed income and equity markets both at home and abroad performed particularly well,” say […]
The clock is ticking for individual and business tax filers, as the annual ritual of mental gymnastics, strategic tax planning and paperwork is well underway. For business owners, the Canadian Federation of Independent Business (CFIB) has released a research report that examines and compares different provincial tax regimes across the country. For individuals, a new […]
Business owners with their own in-house accounting managers and individual tax filers alike have the opportunity this month, and throughout the year, to double-check and make sure they’ve made use of all available credits and strategies at their disposal. See also: • Small business death and taxes • Tax brackets, figures and details for your […]
Business valuation is a topic that’s definitely gone by the wayside in recent months for a lot of advisors. At the height of the last boom — and even as late as summer 2008 — succession planning was a relatively hot topic in advisory circles. Firms were actively creating and managing transition programs and many […]
It’s generally accepted that having clients invested in properly diversified portfolios reduces their exposure to downside risks. Interestingly, adhering to this course of action across all client portfolios could also reduce downside risks for an advisor’s book of business overall. To get to this point, though, it’s necessary to discuss risks with clients, provide education […]
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