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Advisor to client

Latest news in Financial planning

Action idea – Cash-in without selling your business

Need to get your client thinking about cashing-in without selling their business? Try these tips.

  • October 1, 2013 October 1, 2013
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Action idea – Anonymous giving

Need to get your client thinking about giving anonymously? Try these tips.

  • October 1, 2013 October 1, 2013
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Protect your privacy as a donor

Giving anonymously lets you donate on your own terms.

Conversation starter – Keep business expenses separate

Need to break the ice with clients about keeping their business expenses separate? Try this and then send them this article.

  • September 13, 2013 September 13, 2013
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Action idea – Use a trust, not a will

Need to get your client thinking about estate planning? Try these tips.

  • September 13, 2013 September 13, 2013
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子女教育资金储蓄方法

How to save for your child's education

  • By: 员工
  • September 9, 2013 September 9, 2013
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How to save for your child’s education

There’s more than one way to save for your child’s education.

  • By: Staff
  • September 9, 2013 August 1, 2018
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अपने बच्चे की शिक्षा हेतु बचत कैसे करें

How to save for your child’s education

ਤੁਹਾਡੇ ਬੱਚੇ ਦੀ ਸਿੱਖਿਆ ਲਈ ਧਨ ਕਿਵੇਂ ਬਚਾਈਏ

How to save for your child’s education

Action idea – Should you rent or buy?

Need to get your client thinking about renting or buying? Try these tips.

  • September 8, 2013 September 8, 2013
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Equalize an inadequate inheritance

Emotional devastation caused by the death of a spouse can be compounded by serious financial worries.

  • By: Staff
  • September 5, 2013 August 1, 2018
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Use trusts for incapacity planning

There are ways to ensure your property is protected if you become mentally incapable of managing it.

  • By: Staff
  • September 5, 2013 July 17, 2018
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Discussing education savings with clients

Need to get your client thinking about education savings options in front of a client? Try these tips.

  • September 5, 2013 July 17, 2018
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Hiring an executor

Hiring an executor is tricky. Select the wrong person, and you could be leaving behind a legacy of financial hassles.

Presentation: TFSA vs. RESP

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

  • September 4, 2013 July 17, 2018
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Worksheet: Your university budget

Here a worksheet that can help you walk a client through education savings options and achieve a better outcome.

  • September 4, 2013 July 17, 2018
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How business owners can fund kids’ schooling

Being a business owner gives you some advantages when it comes to saving for university.

  • By: Staff
  • September 4, 2013 July 17, 2018
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Planner: Budgeting seminar

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

  • September 4, 2013 July 17, 2018
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Preserve your legacy

Wealth brings its own set of problems, among them large tax bills and uncertain asset transfer upon death.

Timing a business sale

Regardless of the economy, preparation, expertise and realistic expectations remain key