At special times of the year, advisors want to thank clients for their business.
George and Teresa had planned to retire when George, who has a defined-benefit pension, turns 60 in three years.
Debt isn’t always negative. Here are some times when it’s a good idea.
Wannabe franchise owners pose a special challenge, says David Wilton, director of small business for Scotiabank.
With at least three decades to go before retirement, Josh’s portfolio is invested in global mutual funds, commodity stocks and specialty funds. Through diligent saving, he has managed to put away $110,000.
Not all funds are equally tax-efficient
How advisors can adapt and thrive in the 21st century
The expert David Wilton, MBA, Director of Small Business, Scotiabank, Toronto Client profile Jack, a lifelong public servant, is an assistant Federal deputy minister. Sherry is a high-school teacher. Both plan to opt for early retirement this year, but at 55 and 56, they aren’t ready to stop working. They have run a small bed-and-breakfast […]
As soon as clients mention U.S.-sourced income, advisors need to recommend consultation with a cross-border tax expert.