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Estate planning for a blended family

Blended families are a familiar part of our social fabric, but they can still create extra challenges when estate planning.

Action idea – Stay productive on the go

Want to help your client be more productive while on the go? Try this tip.

  • April 11, 2014 April 11, 2014
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Stay productive on the go

Liberate work productivity from your desk with these mobile apps.

  • By: Kevin Cork
  • April 11, 2014 July 17, 2018
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Navigational tools for your cash flow plan

When it comes to your cash flow plan, you don’t have to be perfect. When financial challenges occur, have these tools in your toolkit.

Cash in without selling your business

A partial estate freeze helps you cash in on your business, plan your estate and help your children succeeded you at work.

Cash flow planning: What’s your motive?

To change your financial behaviour, use this litmus test to discover your true motive.

Action idea – You’re never too wealthy for CPP

Need to get your client thinking about CPP? Try this tip.

  • March 31, 2014 March 31, 2014
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Planner: Conduct productive retirement meetings

Here’s a timeline for the sequence of retirement meetings. Try it with your clients.

  • March 31, 2014 March 31, 2014
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You’re never too wealthy for CPP

How to time your CPP application for maximum benefit.

Cash flow planning: Bumpy road ahead

Succeed with your cash flow plan by expecting the unexpected.

Smog insurance for your next trip to China

Air pollution in some Chinese cities is so bad that local travel website Ctrip.com now offers smog insurance to its customers, reports China Daily.

  • By: Staff
  • March 19, 2014 March 19, 2014
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Mom collapses trust to fund child’s education

Robert Mendenhall is vice president of tax and estate planning at Richardson GMP Ltd.

Should you use a Chromebook?

Tablets leave you wanting more? A Chromebook can help you manage your small business.

Interest rate options

Identify inefficient interest

Find out how to capture funds wasted on inefficient interest.

A web app to manage your tasks

If you’re a typical professional, you’re busy with a seemingly endless schedule of meetings, and most of those meetings generate a slew of new tasks.

Grapple with challenging circumstances

Many of your clients have been with you for years and in some cases decades.

  • By: Staff
  • February 25, 2014 February 25, 2014
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Harness your cash flow

How can you better control your income and debts so that you harness all your available funds? When tackling cash flow planning, first look at…

Making sense of online assets

This is what happens to your LinkedIn account after you die. (With info on Facebook, Twitter, PayPal and more.)

  • By: Katie Keir
  • February 19, 2014 August 1, 2018
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Cash flow planning: Go for gusto

Cash flow planning isn’t about sacrifices and delayed gratification; it’s about living with gusto.

Dealing with divorce

The numbers don’t look good. According to Statistics Canada, more than 100,000 Canadians get divorced every year; and 43% of marriages end in divorce before…

  • By: Staff
  • February 10, 2014 July 17, 2018
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Quiz: How do emotions affect investments?

How do Canadians stack up when it comes to risk and decision-making for their investments?

  • By: Staff
  • February 10, 2014 February 10, 2014
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Presentation: Marriage contracts

Here’s some text to help you put together a topical presentation on marriage contracts that you can customize for your next client meeting.

  • February 10, 2014 February 10, 2014
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Cash flow planning: Identify your habits

To have a successful cash flow plan, you must identify your frequent financial habits.

Talking to clients about divorce

Advisors know a divorce can be one of the most dangerous financial risks clients will ever face. And as financial professionals, we wouldn’t be doing…

  • February 10, 2014 February 10, 2014
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Give professional clients an advantage

All your clients lead busy lives, but perhaps none more so than the business owners and other high-level professionals you advise.

  • By: Staff
  • February 4, 2014 February 4, 2014
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