Home Lisa MacColl

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save money and track spending. Flipp Flipp is a free app that can be downloaded onto Android, Apple and BlackBerry devices. The Flipp app aggregates flyers from retail stores that can […]

  • April 8, 2016 August 21, 2018
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While some tax credits may seem obvious, there are others you may not know about.

  • March 4, 2016 August 21, 2018
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Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA new-car buying service A membership to the Automobile Protection Association (APA) gives consumers access to price quotes for up to five cars per year. How much is available: The report […]

  • February 5, 2016 August 21, 2018
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One of the biggest investments your client’s made is his or her home. While most advisors know clients can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.

  • October 9, 2015 August 21, 2018
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One of the biggest investments you’ve made is your home. While you can claim mobility-related renovations as medical expenses for tax purposes, there are other provincial programs and incentives available.

  • October 1, 2015 October 1, 2015
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The federal program offers funding for business clients so they can train new and existing employees.

  • May 8, 2015 August 21, 2018
  • 06:00

Your retiring clients are ready to enjoy the next stages of their lives. Instead of a watch or a set of personalized luggage tags, why not give them a gift that shows you pay attention to their interests?

  • May 8, 2015 August 21, 2018
  • 06:00

If being outdoors is quality time for you, then giving outdoor-inspired gifts to clients who share your passion makes sense.

  • April 10, 2015 August 21, 2018
  • 05:59

Good investments aren’t the only way to generate returns for clients.

  • April 10, 2015 August 21, 2018
  • 05:59

Good investments aren’t the only way to generate money for university or college. There are alternate ways to earn income, such as through government grants, tax breaks and bursaries.

  • April 2, 2015 April 2, 2015
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